HASTINGS has ties with China-offtakes. So Australian government and west won’t touch them going forward. They basically will compete with the Chinese side of the supply chain.
They are on a different trajectory than ARU who compete on the western supply side, with no one.
To be clear, there is a distinction with supply chain, west or east, meaning the west need a new supply ex-China for supply certainty and national security.
Ie on the western side of the supply is LYC, MP, and several others that may come on line. In which LYC And MP supply is spoken for by US/Japan.
Also, HAS is involved in some ordinary deal with twiggy. Look further in that regard.
Arafura Rare Earths Ltd, page-563
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