Kick the can down the road announcement. Market agrees with that...

Kick the can down the road announcement. Market agrees with that sentiment. Feasibility study with construction commencing as soon as 2026. Let's hope the project is built where the need for the chemicals is strongest, in an albeit 'diversified' location, but that seems unlikely and Ganfeng will be arguing that the factory location should be where it makes most economic sense. China has lept into the space and have first mover advantage. As for politically stable jurisdiction, right now that is NOT the USA. Perhaps things will settle down there in a year or two, But a Trump 2nd term will put EV transition back 4-5 years at the very least.