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As I understand matters: TE will deliver a tin-tantalum MINERAL...

  1. 743 Posts.
    As I understand matters:

    TE will deliver a tin-tantalum MINERAL concentrate to SmelterCo;
    SmelterCo will smelt the stuff producing tantalum glass and tin metal;
    The tin will be sold to whoever; and
    The tantalum glass will be sold to HCS as per the offtake agreement.

    There is no breach of contact here.

    Further, I am sure that HCS are fully in the loop.
 
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