Insto's want certainty and while the path forward may be...

Insto's want certainty and while the path forward may be obvious for us risk takers they need to see deals signed, production started, shipments sent and a glimmer of real profit potential, all this information is on the horizon. Patience.
Ot would seem we're in a dead zone rn. No substantial information releasing anywhere. I suspect this will continue until EOFY.
If you're worried about the future ask yourself, is the US comfortable relinquishing any part of its energy supply chain to China? Everyday the US continues their transition to renewables, the deeper they get the more reliant they become. The DOE must be seething that they have to wait at least another 2 years before becoming fully self sufficient.
Put it this way, without NVX and all the other Ex-China miners and producers. The US FAILS. Need proof? How about those gov loans, the IRA, the FEOC clauses. US ain't playing games.