Stepping back for a moment, the recent raft of offtake agreements are important strategic decisions for the manufacturers and VUL. Manufacturers are scrambling to secure Li and other metals that meet the ridiculously high EU and LME ESG requirements at a reasonable price. The manufacturers are able to leverage and promote their Carbon Neutral strategy with these agreements. So the value in these agreements is equally the longer term vision & ability to market them. This will also provide strong advocacy for permitting and public perception.
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Stepping back for a moment, the recent raft of offtake...
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