Offtake wouldn't cost this big guy anything (at this stage).
We can still expect it follows straight after metallurgical test.
Whether we like it or not, CATL closing down their Li mines was a game changer for all LTHs here.
They supply 60% of global batteries. The deficit would shortly arrive in coming months which will lead big impact on Li prices.
Li prices have already bottomed out anyway if we look at the trends from early this year.
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