I agree. But doesn't this set us up for binding offtake?The...

I agree. But doesn't this set us up for binding offtake?

The White House has swiftly and irrevocably altered the geopolitical landscape in an unprecedented way forever. Whether by accident or design, it has established the tone for the new Industrial Age. A few days ago, in yet another pivotal moment, POSCO put its money on the table to get anode material from outside of China. Other exChina anode makers will need to follow or be left behind.

This is a great initiative from the caretaker Labour Government and one that will be applauded around the world by multinationals who require stability. It could result in a price floor effect that would shield Australian domestic producers from severe market volatility while guaranteeing supply continuity for both domestic and international demand.

In another five trading days, it will be Australia's best chance to capture the moment and secure a more resilient trading future!

AIMO, DYOR, GLTA(patient)H