In terms of the short term - high cost producers need to stop playing pretend and actually go into C&M. I suspect this won’t happen because SYA going into C&M would cause enormous problems for PLL. SYA doesn’t make any profit at the current $1k/t SC6 price and even for the June quarter where prices were mostly above $1,100/t, they’ll still likely show cash burn in the upcoming quarterly.
WR1 General Discussion, page-31394
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