Who knows what COULD happen in this evolving landscape Mega but its years away from having any meaningful positive effect on MergeCo's bottom line whatever happens....the priority for MergeCo is getting the best from its current operations at NAL, with shipping most to Asia being with us for at least 2-3 years.
Given they are tip toeing through the underground workings at NAL for the next couple of years any expansion of production would be timed around that being completed and would be MergeCo's next capital expenditure event...thats the best opportunity to reduce production costs and if it could coincide with supplying to a refinery in NA even better..
Next year we should have a better handle on things, in the meantime we need higher Spodumene prices.
Cheers Whisky
(20min delay)