Three new spodumene operations were commissioned in Western Australia in Q2, with lithium converters in China eagerly anticipating the introduction of new feedstock supplies.
In addition to Australia’s three new producers —Tawana Resources, Altura Mining and Pilbara Resources — specialty mineral company, AMG NV also began spodumene production from tantalum tailings at its Mibra mine in Brazil.
With all of this material destined for the Chinese conversion market, and all of the initial production tied into offtake agreements, China is expected to see a flood of new feedstock material as the projects ramp-up approaching 2019.
Questions do, however, remain . . .