With PLS delaying their expansions, BGS putting back their FID - was always going to be delayed here too - the big spike in demand is not quite here yet. Though it is absolutely imminent. So no hurry on DFS, they've had to wait for transport options to open up.
Anyone thinking this was going to production within the next two years was always delusional IMHO. 2025 still my prediction.
What happens between now and then will be very interesting. Plenty of risk, though potential partnerships might see a huge SP spike.
ITMT other li companies (see above) have a better chance of near term price runs.
When it does happen here it will be massive - just a matter of timing an entry I guess.
GLTAH
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