’We’re making $2 premium sulfate’.
’We’re gonna make even more expensive PCAM’.
’Ok- we give up- we’ll make cheap MHP!’
Your points are best applied to AUZ but if you can’t understand one analogy which contains three variables then perhaps even that won’t make sense to you.
The land is Sconi. The customer is LG. Coles is the market price ( LME ).
AUZ is the only one that sounds desperate.
Ann: Binding offtake agreement signed with LG Energy Solution, page-413
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