Presumably the offtakes are a contract and ZFX is obliged to...

Presumably the offtakes are a contract and ZFX is obliged to honour them if they get control or buy them out.

Jinchuan's current stage in AGM is of no real strategic value to them now - it was a means of protecting their offtake interests ie quid pro quo in that Jinchuan provided capital for works and AGM provided agreement for offtakes.

Presumably ZFX will hold the upper hand and be able to dilute the Jinchuan stake if they hold ideas of maintaining a blocking position.

The likely reality is that Jinchuan will talk with ZFX and get reassurance of future supply and then sell their shares.