Yes, I was going to the same on the tax credits and loss relief up to this point should aid cashflow. Just a a question- did we take over the previous losses of NAL? it would be great if we did, but I'm not sure with the administration?
The other thing I can see happen it a lithium index tracking the US, as US supply is likely to be priced higher due to higher costs of production. Whilst the Chinese price if the only game in town now I expect that to change in next 2-3 years. I believe North American producers will be at a price advantage to external supply prices- the difference being the tariff under IRA, which will increase out to 2027
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Yes, I was going to the same on the tax credits and loss relief...
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