Just adding to "the mix " in discussions here TigerT ...
Whilst other far more important issues are likely driving the reduction in Shorts ,,,the restart at Balama , the commitment of Tesla to product validation ..
This "background "information about Exim Bank , the huge commitment to support the gas field offshore Project in Mozambique , and the re-invigoration of the EXIM BANK itself under Trump , gives some significant encouragement that Vidalia is an ÚS INDUSTRY that will get support .
EXIM Board of Directors Votes to Proceed with $4.7 Billion LNG Equipment and Services Transaction After Four-Year Delay | EXIM.GOVJust worth a read thru of the Link and the "sentiment "of the Announcement .
Not suggesting EXIM is part of the Funding for Syrah ( altho in the background somewhere might be the Vanadium future use //longer term !!!) ..but , if Trump and Musk want USA to be independent of China , then support for Balama and Vidalia to succeed are fairly much
essential .I would be hopeful that Musk in particular ...champions any short term pain for Tesla in engaging with SYR/ Vidalia ( ie lack of sufficient spherical graphite supply , until the Plant Extension is built ) , to front run the MADE IN AMERICA theme .
Needs one industry ...to lead another industry ..to build this momentum .
Fingers crossed ...SYRAH gets the green light .
(20min delay)