No dramas, and agree contracts could shift to new customers, but lets leave it at that, as I'm not as confident as you wrt build out of converters, cathode/anode and all the supporting players in the mid/downstream in the time frames we discussing. Hope I'm wrong, and importantly, the current downstream build out is creating future demand, just need the other pieces of the puzzle to coordinate.
Good News & Bad News, page-7578
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