This is something often not talked about. But the delays kind of benefit Qpm timeline wise. By the time the 2nd train is built the patent should be expired (2028/2029)
These two going through feasbility are like what 3yrs behind Qpm, so in what maybe 6yrs+ they get to production pretty much when the patent expires as well.
Come 2029 when the patent becomes open source the question then becomes why partner with atilium when you could partner with Qpm.
If QPM already has a proven JV model to replicate I think it's pretty clear who some of the big boys would want to partner with.
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