Jiangte consumption dropping from 20KT to 10KT is interesting....

Jiangte consumption dropping from 20KT to 10KT is interesting.
May be they got a better deal with some other producers and it is all about price?
May be their ramp up is not going as planned and they can only consume 10KT per month at this point in time?
May be Jiangte is having difficulty in producing grades required for batteries and they have orders for existing lower grade product for other purposes.?

As for your comment on A40 producing 10KT per month will hopfully be reached and proven in March 2019 quarter report. Fingers crossed. They have come in very close to all the targets they communicated to the shareholders and the market. Next 3 - 4 months will be interesting.