Talking all about nothing but demand. Yes there is lots @anatol But….
Nothing about supply at all.
Nothing about finance.
Nothing about chemical pricing that underpins the project.
Anyone here who honestly expects the offtakers shareholders to pay more for the product than the market prices, are living in a fools paradise. It is Tesla and Fords Execs duty to squeeze the lowest price possible.
Market forces are at play.
The shorts are betting that the opex here does not align with the current prices less financing costs.
Talking all about nothing but demand. Yes there is lots @anatol...
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