I have stopped thinking too much about assays and when they arrive.
Two scenarios exists in my mind ;
1. CE drops assays in next few days and we re rate a little. FW and some extensions.
2. CE drops MRE and we re rate alot.
Either one does not change what is in the ground, when wr1 produce or EV transition in North America. Doesnt change China spot price, despite Wr1 not really being apart of it. Doesnt change OEMs, Chemical converters still needing feed.
And in other news , world wide we just hit 17% Penetration. 6% last year, but JP Morgan still think 47% by 2030.
I also like this RAM!
WR1 General Discussion, page-21931
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