they’d be better off trying to start a processing plan themselves now and go light speed and see if they can get some production/ funding/ infrastructure/offtake going by at least 2029 or hope a processor pops up in the U.S to qualify it into the IRA, else sell into china for now, begin the journey in 2029 and wait for the next subsidy going into the future which is as good as anyone’s guess at the moment
they’d be better off trying to start a processing plan...
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