Sale price transparency would help support GXY SP in current trade war.
It would also separate the weak from the strong hard rock miners.
If GXY could finally come out and announce the sales price for their contracted spod sales, comments like "marginal spod producer" would either be confirmed or proven as utter BS.
Here are some more noob questions:
If converters take months (4-6) to test and adjust their processing to the quality of spodumene / blend before committing to multi year off-take deals, doesn't this give some leverage to the customer (GXY)? How frequent do converters actually change spod suppliers and at what cost?