This might read as a nothing ann to most and prob wont move the dial.
But i read this as there is a disconnect between the market expectations and what DC is seeing, the market is pricing little demand in the short - medium term, DC is accelerating the BAM facility. That tells me he is seeing a lot more demand that what is being fed out to the non-industry participants.
How is he seeing this, that phone must be ringing hot..
Why accelerate it?
My total wild guess, we are going to get this off the ground as per the DFS, then we will probably try to secure funding, perhaps IRA or similar, to get to expansion faster.
We are in the box seat so far, playing well in to the china story. We are making cash in interest and not paying out on care and maintenance.
Low prices cure low prices.. They want the low prices now, they will pay later and they know it.
Just one keyboard warrior to another!
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