Very informative video. Key takeways.
5m05s - this is what its all about for Hyundai. The same needs apply to others. Expect others next (7m25s)
5m48s - this suggests to me that finance is coming from Korean ECAs. Probably soon after August once Hyundai formalised. This will add to the $330m in finance and grants from the Aus Govt (8m28s). 10m43 - debt arrangements in by the end of the year.
9m16s - supply gap
9m37s - FID over next 6 months, FEED nearing completion soon
11m15s - Very interesting talk about potentially starting elements of construction this year
Latest Clip, page-2
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