AGY 1.43% 3.6¢ argosy minerals limited

General Discussion AGY, page-22550

  1. 5,410 Posts.
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    I agree. Without numbers in front of me, I don't think the US market is critical to Chinese EV makers. Sentiment might take a short term hit but that's about it. The target buyer is not Chinese, the pricing is going to be based on North Asia contract rather than spot. Agree also that America-based supply chains could only benefit Puna.
 
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