What?
You're missing the point that IRA-compliant spod will fetch a premium price, period. No buts or ifs. As I have said, this will not happen until western refineries come online and start competing for ex-china spod.
And 70,000m of drilling is not a "so what." That is a substantial amount of drilling with the potential to significantly influence the MRE.
POSCO needs IRA-compliant hydroxide, where is that coming from? Oh yeah, IRA-compliant spod. Now where the f* will that be coming from?
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