I think the 22kt in February was counted as 2018’s shipments. If you read Burwill announcements. so they should still take about 20- 25kt per quarter.
I fully agree with you that off take diversity is of no use if the off take partners are not taking your products. I hope the next offtake partner will be a strong Chinese partner or Korea. Talking about Chinese converters, Ganfeng is the best at the moment. Tianqi seems to be more interested in integrated projects. General Lithium is bumping up their conversion capacity, so there might be more rooms. Others include Yahua and Ruifu too, but not much information that I can find.