Long road here busted, not surprising product likely to end up in personal devices rather than ev, it's ultra high grade with marginal supply after all. Hopefully design layout on 10k plant is underway, shouldn't take long to smash new ponds but i reckon 12k steady state 2030. Bottom draw, hopefully JZ can divest Argosy with a plan B ie gold/copper meantime. Take care, nothing new on satellite.
