It wouldn’t make much sense to commit to any contract without clarity and long term guidance on both geopolitical and economic futures.
As there is still ambiguity on policy on behalf of both sides of the US elections it’s logical that the prudent way forward would be to delay the signing of any contract until after the elections and guarantee 4 years of consistent policy for the term (whatever that policy may be).
The graphite isn’t going anywhere and the signing of the DLE loan illustrates support from a US government agency.
Cheers
DYOR IMO
Ann: September 2024 Quarterly Activities and Cashflow Report, page-34
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