I agree with you on most of it, except the part that EMH has no future if there's political will to support projects like VUL. Firstly German and Czech governments have nothing in common. Secondly CEZ is 70 percent government owned, they will not abandon the project because some politicians in Germany are backing projects like VUL. CEZ wants to outsource their own lithium for their own giga factory. Thirdly we are at least a year ahead of VUL. Do you think the Cinovec project will stop because a year later or so VUL will be in production? Cinovec will be in production and selling their Hydroxide Lithium long before VUL starts building their processing plant. And I am still not convinced about their OPEX and CAPEX.
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