Arch, I have seen references to "shelf life" for battery chemicals incl spod.
I think spod reacts with air and therefore cannot be stockpiled for long periods.
"Fresh" spod needs to be available for battery chemical production.
I see it as "just in time" supply rather than drawing down from stockpiles.
Please DYOR on this because my knowledge is very limited.
But one thing for sure - PLS will be able to provide high quality battery grade spod on a continuous basis and the company will be very profitable as a result.
re:Lithium demand surge, page-1701
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