Like I said, "...until another company finds a resource as good as Talga's located in Europe and goes through the same rigorous hoops."
Having a good resource is only the first part. Enjoy going through the anode development stage, by then TLG will likely be pumping out 500ktpa, feeding half of the European market alone and would have taken full advantage of the massive supply shortage. First mover advantage, TLG is perfectly placed.
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