Tesla already have off-takes for 25kt of the 45kt so I'm not expecting new off-takes from them.
I think the SP is holding up well as SYR goes through this known 9 month dead spot before Vidalia first sales to Tesla and Balama sales to other ex-China AAM plants as they get up a running as well. Either the BTR plant in Indonesia or POSCO will be first.
Nearly there
SYR Price at posting:
51.5¢ Sentiment: Buy Disclosure: Held
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