I think the short term rise in construction costs is a minor issue looking at the bigger picture (mine life and long term price outlook). Really interesting article that someone posted recently on this thread about L&F (large Korean cathode manufacture) wanting to get into the anode business and agreeing an MoU with Mitsubishi chem. Would be fantastic if Posco or Mitsi partnership include a massive offtake and funds our PSG facility and we get an IRA grant. Could we accommodate both Posco and Mitsi - go gang busters from the start? could the BAM allow for more than 60tpa? The anticipation is killing me!!
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