Financial PerformanceGuided CY24 adj EBITDA lower scenario of $420M vs $685M MSUSAe, indicating a downward revision in earnings before interest, taxes, depreciation, and amortization.
Market DynamicsConsulting reports indicate oversupply into 2027, suggesting a potential long-term challenge for the company due to market conditions.
Production AdjustmentsReducing production at the high-cost Mt.Cattlin spodumene mine and delaying supply additions.