I had actually forgotten Offtake! Was in my mind somewhere as I noted other news flow but yep add that to the mix.
And agree higher possible, environmental approval also, each little hurlde cleared and as time elapses towards FID we should appreciate.
Things seem a little calmer on Macro now with Fed not raising and BYD also I saw is goign great guns and lowering prices to expand sales. BYD I think realises it has a chance to capture huge market share and this is great for us as it means quicker adoption, more units on the road. Kia is also bringing out a cheaper model EV. The car makers like Toyota, Ford, GM, who have been giving EV's negative press will end up the next Kodak as they are either refusing to adopt the technology or simply are unable to pull it off in an economic way.
LRS General Discussion, page-14776
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