Just re-read the Tesla offtake announcement. They are in for “less than” 25% of nameplate capacity. Mitsui are now in for 15%. That leaves approximately 60% to go I believe. I also seem to remember they (Kidman) were not going to sign customers for 100% of capacity. Next offtake signatory?.....
Ann: Offtake Agreement with Mitsui, page-35
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