I put this up on SYA
https://hotcopper.com.au/posts/72896492/single
DoE finally makes conditional loan commitment of US$2.26B to build Thacker Pass (40Ktpy LCE)
Did some rough Capital Intensity look through to NAL (many may not agree with the method used) ... NAL ~1/2 the CI by that view ... so its clear the US Fed Gov't stands behind such projects (so it makes CLP all that more "attractive" IMO) and will money behind it whereas Canada and Trudeau ... blah blah blah (yes I'm not being nice).
PLL General Discussion, page-2350
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