Exactly mate. Would we prefer they don't make the tough calls and find ourselves in real trouble in 3 months? Cool heads can see this is good business.
Imagine what these conditions are doing to explorers and other developers. I don't see OEMs Governments, and most of the populous (the demand) changing their tune and targets on EVs and battery storage in response to the spod price, but you can sure see the effect on the supply already (of which the gap was expected to start significantly increasing from 2025 onwards if I am not mistaken)
Like many have said, these things go in cycles, were just in the rough end atm
imo
Ann: Project and Funding Update, page-56
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