Feedstock was always a risk.
The Koreans were meant to be buying feedstock through KOMIR but not sure how this is going:
Cooperation-on-Critical-Metals-between-ASM-and-KOMIR.pdf (irmau.com)
Hyundai also did the offtake deal with ARU so I was assuming ASM would be treating that but of course that may be drawing a long bow.
Arafura Resources (ASX:ARU) signs MoU with Hyundai | The Market Herald
Relevant Media, page-2273
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