It doesn't necessarily require E25 to figure out the deal. It...

It doesn't necessarily require E25 to figure out the deal. It could be OMH that put a proposal to E25.

OHM would be exploring ways to manage the currently high prices. I would expect nothing less of them. As you say, its not rocket science - take out a major mine with particular ore characteristics and there's then a shortage to manage. Prices go up and the general consensus is likely to be prices remaining elevated until repairs are complete. You wouldn't build completely new facilities just for this price increase because its expected to be temporary. Any production coming onstream to manage it is going to need to come from restarts and existing mines utilising any under capacity they had developed because by the time you build and commission a new mine, the spike has likely ended. That a couple of months later prices are still going up indicates that there wasn't a huge amount of idled mine capacity.

If the deal makes sense for both OHM and E25 it only requires one of the parties to have the brains to figure out a win-win deal and propose it. An E25 proposed deal is likely to be better for E25 than an OHM proposed deal, but both starting points could end in a similar outcome and if OMH are smart cookies then they may well structure a deal that works for them but provides benefits to E25.