Yes the West has been asleep to the issue but Shenghe had the binding offtake in place which would block 90% of interested parties from bothering. The only opportunity, (which is likely a very long shot) would be if the binding offtake terms contingent on FID have now expired. If they have then another party could step in and steal the deal. But youre right its a very long shot.
PEK Price at posting:
32.0¢ Sentiment: Buy Disclosure: Held
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