So, I'm not unhappy with this change in strategy, as nothing was happening before. As discussed previously, if it takes a refinery in the US to get some of the IRA cash, so be it.
However, this whole closer to the customer bullshit is a talking point. Watch how much 'Closer to the customer' is said in quarterlys and interviews.
Correct me if im wrong, but won't it cost more to ship the raw product to a refinery in the US, then refine it here and send the end raw product to the customer which will/must be in the US, because, well its closer to the customer.
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