If you’ve ever done business with the Chinese, they are incredibly thrifty, and not interested in paying a dollar more than they have to.
There are now real sources of supply from jurisdictions which have up to half or even less of the AISC numbers seen from Australian and Canadian producers.
If SC6 were to go back to roughly $2k/t then its game on very every producer including Liontown.
But if SC6 goes to and remains at $1k/t for an extended period, then the market is going to be fixated on low cost sources. And it’s yet to be seen whether LTR can be a low cost producer.
If you’ve ever done business with the Chinese, they are...
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