I don't think Shenghe will walk away from anything. The resource is there it is not going anywhere
China are in for longhall.
The only thing that may effect future with Shenghe is a massive increase in US involvement. At the end of the day it is the secure supply chain from a safe source. For the EU
Don't forget Shenghe also have JV partner with China Nuclear.
As do many other companies including companies with U.S defence contracts etc.
And look at MP even though their SP much higher and developing US processing plant. Shenghe still taking material for processing in China. And still a small shareholder.
It is all very complicated.
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