If there are people here that think ESG is a distraction I haven't seen it . Are there people here that don't believe in the fundamentals of the energy transition well there I'm sure there are plenty . The POSCO thing is correct but from PLS perspective it's on them as PLS are selling more concentrate and then profiting again downstream with near 0% risk . The 1 thing that sits against Producers like PLS MNS AKE IGO is the ESG scenario and not doing downstream processing at the mine some have already invested in this but long term I think this is a slippery slope as looking at some of the AISC C1 cost of both mine and processing are well high to and I'm being kind because C1 costs of ASN INR CTL AGY will bury these scenarios "when commercialised " . The problem for ASN INR CTL AGY and others is the spod miners know this and have loads of cash and influence , which is why the recent changes too NEPA via the Revised Debt Ceiling are a worry , yes it could work to our favour but it could also work against us IMHO . This is why there at this Fastmarkets thing in June, face to face with all that matter , Mano o Mano cut the sh!t where are we at (wink wink) . This line of thinking is not for all so if your reading and disagree just ignore . AIMHO TT
ASN Price at posting:
18.0¢ Sentiment: None Disclosure: Held
