Interesting to hear Ken Brinsden talk about the markets and PLS's strategy going forward. Bottom line - you don't want to be an SC6 only producer in a raw material market that's oversupplied with softening prices and where your recovery rates are below BFS targets. Battery grade LiOH is where you want to be.
https://soundcloud.com/user-685324236/s1-e9-who-can-it-be-now-born-to-run-pilbara-piedmont