“Pricing (in $US) is contractual but broadly determined referencing the NdPr Ex Works China price per tonne.”
https://wcsecure.weblink.com.au/pdf/ARU/02652943.pdf
If there really was a price “decoupling”, there would be no mention of Chinese price in the offtake agreement.
No mention of a price premium.
This is typical for all ARU off take agreements to date.
“Pricing (in $US) is contractual but broadly determined...
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