General Discussion Topics, page-78074

This is not an analysis, but a distortion of the facts:
In January 21, we had a completely different market situation. The SP was completely different. Without PLL's participation in SYA + SYAQ, we would never have been able to get NAL on very advantageous terms. Those who know the market prices for SC6 at that time know that the range between 500 and 900$/t was not bad, but roughly reflected the conditions of the market. No one could have imagined that only 20 months later we would see 8 - 10 times the prices we saw at that time. PLL, by its own stupidity, did not keep its part of the agreement ( to this day no license to build the plant in NC ) that is why the SYA-management, for its part, was able to get an out of the original contract and limit the delivery prices until 2025. This is painful knowing today's market prices, but still better than a dispute in court.