Wodgina just sold 50% for $1.6bA, page-132

In answer to your question:

PLS->POSCO Korea (-> many car brands DYOR)
MIN/ALB USA (->assumIng to PanasonIc Japan and others)
KDR/SQM (KDR->Tesla)
are a few.

I believe PLS Ganfeng to be one of the best things going for PLS, DYOR into Ganfeng, they are growIng Into the worlds largest converter, they also have offtakes now with BMW and Tesla.

thus I add:

PLS->Ganfeng->BMW europe
PLS->Ganfeng->Tesla usa gIga 1/eu gIga 2/chIna gIga 3
and
PLS->Great Wall-makIng BMW MInI next year europe


PLS wIth both ChIna and Korea offtakes Is In a great posItIon, Its a global Industry growIng very quIckly, POSCO also settIng up a EU gIga factory.
In a few years PLS->POSCO Eu

I would also predIct IndIa wIll want to get Into PLS stage 3. A lot of countrIes need to catch up quIckly or mIss out.

Its the growIng LI Spod->LI HydroxIde plants I lIke to see In Aus:
Greenfields ALB Perth HydroxIde Plant
KDR plans for HydroxIde Plant near Perth
MIN plans for HydroxIde plant 30km away
NMT plans for HydroxIde plant In Aus
PLS optIons to JV wIth serveral ChIna or Korea

move up the value chaIn: DSO -> Li Spod 6% -> Li HydroxIde


All IMO DYOR