"But they really need to consider coming online in the current environment IMO."
They do have better knowledge of the lithium market than you. Fact.
They do have off-take agreements for 90 % of the nameplate capacity. Fact.
They are in contact with those off-takers (which is not your case). Fact.
Coming online could be risky for those that NEED to place their product in the market. That is not the case for this company.
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