Both. Mexico = NAFTA. IRA and other U.S. trade policies are...

Both. Mexico = NAFTA. IRA and other U.S. trade policies are dragging them out of China and into "area of control". South America, they need the mine/raw materials closer. Mexico is shaping up to be a manufacturing hub.

Macro, lithium price is not a concern, it remains elevated for us who's been doing this for many years. Don't listen to doom and gloom from those who literally only came to the sector in last 3-4yrs. Lithium price remains twice above its worst price experienced back in 2019 that almost got PLS bankrupt. Those lessons are well learnt, just take patience... and good salesmanship, which is what we've got with Tony.