I can also add, that I guarantee the west decouple from the chinese spot market price.
Nor, does it matter what the spot price trends are, as ARU have negotiated pricing above the spot price, and are supported by US tariffs.
Further, the spot market irrelevance is very clear due to no supply entering China, not at any stage of this process. Think about the $1.2T Posco contract that is mandated to be ex-China.
When a dream becomes reality...
Ann: Critical Minerals Conference Presentation, page-19
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