Appreciate the perspective. You're right to highlight the importance of pricing in the offtake agreements. Renascor has been clear that negotiations are centred on securing terms that support the development of the BAM project.
With increasing global pressure to diversify supply chains away from China - and support from initiatives like the U.S. Inflation Reduction Act and the EU’s Critical Raw Materials Act - demand for ex-China sources of Purified Spherical Graphite is accelerating.
Renascor’s position as a vertically integrated, 100% Australian operation puts it in a strong position. If those macro trends persist and binding agreements are secured at the right price points, it would materially de-risk the project and support a broader market re-rating.
ALL IMO
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