For some reason you seem to be peddling worst case scenarios without realising binding commitments previously signed between AZS & SQM?
There already exists a binding offtake agreement- why would SQM walk away from a LTR/KDM sized project when they’re committing ~$2Bn to construction & expansion of their WES JV Covalent plant!
FIRB won’t flinch on an already proven reputable partner & SQM won’t walk away from a cheap as chips 20% investment in AZS + 25% production agreement. Therefore the only question is - Who blink’s first? Gina or SQM & shoots the lights out with a TO offer???
AIMUEO!
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- Ann: Binding Transaction Implementation Deed with SQM
Ann: Binding Transaction Implementation Deed with SQM, page-356
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