Sya is definitely in the box seat in North America at the moment and I don’t think they need to worry about the asian market unless it’s directly related to EVs sold in America.
Ideally we need an OT or JV partner for mobian to get production coming online sooner rather than later.
The incoming resource upgrades for the northern hub will be most welcome
50ish days from production, expecting some big news in the coming months.
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