330.000t is the current capacity. There are plans for stage 2 and 3 plus the recently acquired Altura asset. That one has a capacity of 220.000, which is in care and maintenance now. Altura also had a stage 2 planned of another 220,000 tons.
PLS (old) current: 330.000t total Stage3: 1.200.000t
PLS (Altura) current: 220.000 total Stage 2: 440.000
Total combined PLS at full capacity: around 1.600.000 t per year
Now you factor in a rising price for Spod, a possible downstream JV with Posco and the strategic value of having uncommitted capacity in a market that is about to get tight.....
Discl: I am very long and very bullish.
330.000t is the current capacity. There are plans for stage 2...
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