I noticed a very interesting fact on page 4 of the ABX quarterly...

I noticed a very interesting fact on page 4 of the ABX quarterly released on Jan 28 - aluminium fluoride imports from China fell by 50%.in 2021.

Here's the text:
"AlF3 is a strategically important mineral that is an essential ingredient for aluminium smelting
and is being investigated for advanced lithium-ion batteries. Australia is the largest producer
of primary aluminium metal without its own domestic AlF3 production, so Australian
aluminium smelters rely entirely on imported AlF3. This is typically more than 70% from
China, but this proportion has reduced by more than 50% in 2021, illustrating the supply
risks (see Figure 2).
The commercialisation of Alcore’s proprietary technology and development of Australia’s
first AlF3 production plant would provide much-needed security of supply for Australasian
aluminium smelters."

I imagine Australia's 3 smelters will be quite happy to consider a stable domestic supply produced by ABX.