I am sceptical about the timeline. Wouldn't be surprised if the development timeline gets delayed because attractive financing is not available. A capital raise is coming in the next months imo. No need to be in production in mid 2026. There is just to much supply currently and about to come online imo. Better wait for the market sentiment to improve and then get prepared for the price rebound when the EV Market is also taking off in Europe and North America. Around 2026/2027 would be my guess.....
Therefore I would not be surprised if SC 6 prices tend to be lower and even touch the 600 USD per mt mark for a sustained period of at least 2 quarters to wipe out production and rebalance supply and demand.
LRS General Discussion, page-18684
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