Big Blue can only support one customer. I would say that is Samsung at this stage.
The 30,000TPA plant that is being paid for by Phillips 66, now that fits the time line with a number scaling companies and factories.
Still need more that 40,000TPA, expecting more news before the end of the year on a faster production timeline to meet demand.
Everyone is spending billions, we need to keep pace!!
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| Last trade - 16.10pm 19/09/2025 (20 minute delay) ? |
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