hi Novice. I think there's a bit more to it than that. The Jiangte/Burwill JV is now stated as being able to process 10000t per month. That number was always 20000t per month. Why has the number halved? Even if we accept the 10000t, A40 has not yet demonstrated that it can sustain 10000t per month of con, so no other desperate chemical producer need worry about holding their breath.
Ann: Restructure of Lithium Offtake Agreements, page-107
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