Megafactories buildout could up nickel demand in batteries 19 fold—Benchmark, page-121

Well expressed Killfeather. Maintaining the 12c price is in the interest of SKI as much as any other stakeholder. The far reaching effects of this investment, the confidence and the vision they will be demonstrating by agreeing to 12c will be effectively delivered back the them directly in short term via the share price reaction and in the long term via offtake discount.
In some ways, I would have liked to the SKI cobalt offtake agreement limited to a tonnage/year, such that additional tonnage can be sent to market and fetch current spot prices. Not neccesarily for the additional higher profit margins although its always beneficial, but so AUZ can entertain other clients on the international stage and demostrate a global reach. With other products like Scandium on the shelf, the results could be highly value adding and truly bring AUZ to where it really should be.