Hey mate, sorry, didnt go on HC for a week, Would be great if that happened, not sure if that will happen as the west like to speak a big game, but weasle their way around alot supply chain greenwashing. They inspect the quality for cobalt refineries not the mines for esg ect.
If we do use the wet process, while great for the world (Bad for phosphate use, not sure if the AEV deposit will meet the standards due to previusly discussed issues. Report requires" To be amenable to be used in the wet process an ore (concentrate) must boast a P2O5 grade in excess of 30%" They also have quite a few contaminations within the AEV ore. That is why management has nearly always illuminated to phos acid and not beneficiating their ore like other western players.
If you mean as in this will drive up total Phos rock prices and AEV keeps chasing phos acid production or maybe just dso only to China/India. Maybe possible. Would be good for economics.
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