1 possible scenario I could see playing out is as part of the review, PLL went to its off take customers and explained the possibility of halting productions and pricing mechanics of NAL and could have reached an agreement where the End User pays let's say $1000usd/ton (above spot price for the period but not wildly) it cost SYQ 825usd/ ton - PLL purchase for $900 (ceiling price) and sell to End User for $1000 agreed amount with the understanding that "making it work short term" allows their off take to be fulfilled for the remaining 3 years.
*All IMO.. just theories.. take it with a grain of salt
1 possible scenario I could see playing out is as part of the...
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