Your predictions somewhat line up with mine YS, though I am slightly more optimistic on the q4 pricing.
Very curious on both Posco and Calix progress. Would love to see that Calix technology successfully create a commercially viable midstream product soonest, to then get a sense of what that might do to the market dynamics for spod purchase and pricing.
Owning the venture outright might see a pickup in progress
Good News & Bad News, page-44614
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