Share price discussion, page-465

Arct73 I beleive the following is clear indication that part of the problem lay with GanFeng:

The Company expects its off take partners will be able to comply with their full off take commitments once they are sufficiently advanced in the ramp-up of their respective chemical conversion capacity. Further, the Company has and will continue to engage with its other partners and additional industry participants with a view to growing its sales portfolio in the near term.
Pilbara Minerals believes this decision to moderate production in the short-term is prudent in order to responsibly manage cash flows and working capital, whilst the additional conversion capacity of Ganfeng,General Lithium and other industry participants come online.