I guess the obvious question if what you are saying is true is why on earth did these folk (3 if I remember correctly) build those converters without having feedstock supply locked in or without being aware of the supply situation for feedstock?
If they are already complete they will be sitting idle costing money for at least 12-18 months before these mines get built and start producing or else will have to resort to poor grade variable feedstock (as you say) that will be costly to process and has a tightening of restrictions in regards to whether they will accept that type of product or not.
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