SYR will do well, they do have plans for a anode facility in the U.S. but havent seen much on these plans yet. Balama is a big resource, but it will be priced as a miner till they can demonstrate their AAM manufacturing.
Its all about the value add, and i believe very few companies have the expertise and capabilities to vertically intergrate.
Ann: EVA Plant Construction Progresses, page-55
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