“Pilbara Minerals will send 315,000 tonnes of Australian spodumene concentrate to Gwangyang every year for at least 20 years, and the miner has an option to increase its stake in the South Korean plant to 30 per cent.”
Just from PLS alone, here is 315,000 tpy that China will not be getting from Australia.
The company will soon be producing one million tpy of spod.
Where will that go?
Maybe China will get some of it but I am thinking North America and Europe, will get most of it.
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“Pilbara Minerals will send 315,000 tonnes of Australian...
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