Very curious to see how the off take terms are set out. Going from China prices, no one outside China is competitive to turn a profit. What sort of short term premium will off take partners be willing to pay to secure supply outside China. And what price are they willing to pay longer term, those figures being the only ones we need to worry about. Untill the, smoke and mirrors.
Ann: Siviour Battery Anode Material Study Results, page-502
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