I sold half my parcel at a fat loss today. I'll use the half I've hedged to buy back in a week if it's lower. I think the dust will settle - for today, it's a highly irritating reminder that the Aus system is captured by irrational politics wanting to splurge on renewables without doing the mining needed to provide it, nor provide the financial support to manufacture locally. Dud country. Very angry. But yes, the dust will settle and SVL will no doubt find a back door. What is your timeline? I'm 4 years behind, this could be another few years for all I know. SAD.
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