Clueless, there's no reason PLS can't supply to both China and EU/US. That's the whole point of Calix.
Australia will never divest from China, its supply base will just grow to markets outside of China.
Also it didn't stop Tesla from sourcing spodumene for the US market when they tried to get an offtake agreement with CXO.
Australia also will benefit from the Inflation Reduction Act as we have a FTA with the US
Good News & Bad News, page-19552
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$2.99 |
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