…and that pricing comes down to what is written in the contracts for the customers. Numerous contracts and all business sensitive for obvious reasons, and depending what they provide us on top of the offtake. We are in the position of power- that has become evident.
Remember: the demand by far exceeds the supply, with those multinationals, not wanting to, but mandated to find a supply chain ex-China (for both ESG and supply risk).
There is no debate with what you wrote. But the contract supersedes the spot price.
Arafura Rare Earths Ltd, page-116
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