The interest from big companies for spod is there according to kp on the interview, when everyone was positive about Sya we were getting posts about all the gigafactories setting up in Canada. They have to get supplies from somewhere and as kp points out a lot of miners will be in trouble getting funding or they won’t be supplying until after 2030! The problem atm is supply has to go to china as it can’t go anywhere else. And until the gigafactories and big oems require product prices are dictated by China . We need the gigafactories to need supply ex china asap .
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