"50% JV chemical plant in South Korea. 50% JV at SDV inc plant. The additional spod production from Mount Cattlin (from YOP higher recoveries) will be shipped to POSCO to be converted to Chemical."
It makes a good story but I'd like to know how the YOP improvements are going to supply the amount of extra Spod required to run an expected 40,000Tpa conversion plant in Korea , only PLS has that capacity plus considerably more most likely, if they go to stage 3...GXY's production is under offtake agreements up to 200,000 TPA and has not reached that yet let alone exceed it, has no other stages planned that I'm aware of and James Bay is some way off.
SVD absolutely , Korea possible but POSCO needs large amounts or good quality Spod reasonably quickly IMO...
