"CZ government has big problem deciding what to do"
Elaborate?
From my perspective there's no problem at all. It's easy money for the Czech Government and scores them political points with the E.U. Win-win for the new administration. They'll go forward with the project, just a question of who the off-take partner is and how long we have to wait for the deal.
While the waiting sucks for shareholders, lithium prices keep going up, so Geomet's negotiating position only continues to improve. The Piedmont deal looks like an absolute steal for Tesla given where lithium prices are now.
Not Gunna Be Enough Lithium, page-311
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