kikker you and I both know the Europeans have been ramping up for years, yet benchmark minerals and their fluff have not eventuated to date. I’m not saying it never will but in the interim the European market just isn’t there.
Poor ESG and work conditions? You realise Tesla has a lower ESG score according to S&P than tobacco companies and companies like Exxon? This is well document by twitter boss Elon Musk.
We’ve seen Germany rip down wind turbines to dig up more coal, Sweden abandon their renewable energy targets. I think we have to remember this political jousting doesn’t always work out, it’s now becoming evident.
In regards to travel and conversion, LTR is 600km from a port, underground and processed in a high cost jurisdiction like WA. I don’t see the trucking and conversion as an issue, I’m sure Ganfeng didn’t either when they decided to tip in funds for the project, unless you know more about project economics then them?
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