It’s a forecast deficit. Not proven until it happens, if it happens. The EV mandates are unachievable within the given timeframes IMHO. Electricity networks won’t be able to handle the additional load.”
https://hotcopper.com.au/threads/arafura-rare-earths-ltd.7721583/page-1005?post_id=75151388
@Birchcorp
Here’s one of my comments you have intentionally mischaracterised. You would have to be dumb to interpret that as meaning ARU will not get electricity.
Ann: Arafura launches A$20m placement and A$7m SPP, page-350
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