Regarding offtakes please listen to this interview again from the 5 minute to 6 min 30 sec.
Traxys have a binding contract for all the Lithium supply for 7 years
Traxys are facilitating end to end contracts for placing this material into the market. LPD one end "???" the other end, maybe a strategic partner.
This IMO is why we have not heard who is taking the lithium, because Joe is using it as a bargaining tool with the strategic.
keeping in context, at the time of this interview lithium was about 60,000 USD/t it is about 12,000 USD/t now, Joe does not have a strong bargaining tool based on current lithium prices BUT we are talking a 7 year supply contract where the average price should be much higher.
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