Thanks flippa for your detailed response. You paint a credible scenario but I don't believe it is the only one. We will have to wait until 2025-30 or so to really know.
I am always interested in nuance and what is not said as much as is said and what lies between the lines - as all skeptics should. In this case, there is reasoning behind SKI negotiating a 7+6. Just not sure what that thinking is but I would think its something to do with a hedge against alternate tech.
Why wont SKI buy in now?, page-70
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