Each day it gets louder.
Next offtake will be interesting indeed.
I wonder if GXY and their customers may consider a 3 year deal at a premium?
As with all things high prices hurt customers in the end.
Rare earths being a similar story.
Lynas strategy was to move to longer term sale prices...I am not hosing down prices.
But I prefer a win-win negotiation? Customer pays a little more for certainty of supply and prices.
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Each day it gets louder. Next offtake will be interesting...
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