Non-binding agreements have pros and cons both ways. As you say 70% of the production is tentatively booked to head to China. However if someone else comes in wanting a piece we are able to bail on the existing agreements and sign bindings with other parties.
What this agreement does make clear is that any company who is going to wait and see how this plays out is going to miss their piece of the pie.
Also agree if companies want the product now and are happy to pay or support finance then build the plant to deliver what they want.
I never thought id see my original parcel back in the green, but 4.5 years later the day has finally come.
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