Demand is a significant part of the problem. If demand was stronger SOP prices would be higher.
What is required is increased Ag commodity prices driving increased input prices.
A fall in currency would also help.
Part of the problem with KLL is the wait for confirmation that the process works but a larger part, imo, is the wider SOP market.
When RWD was running hot back in the day it had a MC around 2/3 of the current KLL MC on the back of SOP prices at US$1000/T and minimal exploration.
These WA SOP stocks will have their day in sun but now is not the time.
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