With regard to your JV with SOQUEM it would make sense why our DFS fob cost doesnt include transportation costs. By the time all this comes to fruition it will be delivered at worst a few kms down the road at the newly established conversion factory. So for some to highlight this as a degrading point to SYA seems like a stretch at or rather selective informational bias that simply at that point in the future wouldnt make sense.
Moblans transportation costs not included in Fob.
OMG panic!!!!
Or how about think rationally about the ongoing activity in Northern America. Do these commentors honestly think Moblan resource will be leaving for China in 4 -5 years time. All logic says no, yet they love pointing it out as if China will get Moblan spod...
Common guys connect the dots, the cost will simply be incidental when Mob spod goes down the road to either Carb or Hydro. Hell even charge SYA a mark up. Wont really matter with the margins on complex carbonate/hydro production
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