The leverage for PLL is that they can slow down upstream development, or refuse to agree entirely. If SC6 prices remain high, their justification would be that they're being asked to give up something valuable in return for something of lesser value.
I don't think they will. Both parties want to go upstream. But PLL won't give up a cash cow just to be "nice guys." No company would, or could, due to their duty to shareholders.
Ann: Final Permit Awarded for NAL Restart, page-142
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