Makes sense.
Do you agree with Birchcorp claim that Chinese spot prices are already irrelevant?
Not familiar with ARU offtake agreements. Usually offtake contracts are confidential. How much more is Kia willing to pay above current prices?
I believe Lynas receives a small price premium from some customers for security of supply.
News: LYC Rising demand for responsible rare earths is not lifting prices, says Lynas, page-73
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