Ann: DFS Update, page-18

i understand the "strategic" / "critical minerals" tailwinds but right now regarding the pricing mechanisms for these types of minerals there is too much hope that a separate IRA/allied countries' sub-market will develop where a price premium exists vs. non-allied / non-IRA products. corporations will still be profit driven so they will weigh the cost of complying with IRA when sourcing materials. COB was making the same statements about "ethical" cobalt achieving a premium vs. DRC sourced cobalt - i think it's all a bit wishful thinking.