@Blue swims - Agree completely.
If Western governments were serious they would have a view to incentivising the whole supply chain, rather than just make low brow political statements about being tough on M&A while grinding down sensible projects with onerous, time consuming and unnecessary red tape.
If the US committed to a floor price for spod produced post 2027, in the range of US$1200-$1500 per tonne, they would have feedstock for new downstream to come online and otherwise the makings of a strategic stockpile (a concept that makes perfect sense for the Chinese and their strategic interests).
The West really needs to make its mind up if they are going to get real on battery manufacturing/EVs or hurry up and lie down to die.
A market manipulated by China and Chinese companies is not really going to serve the West's strategic interests, funnily enough.
WR1 General Discussion, page-31397
-
- There are more pages in this discussion • 1,767 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add WR1 (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
59.5¢ |
Change
-0.015(2.46%) |
Mkt cap ! $131.7M | |||
| Open | High | Low | Value | Volume |
| 59.5¢ | 62.0¢ | 58.5¢ | $682.9K | 1.138M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 3000 | 59.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 60.0¢ | 381 | 1 |
View Market Depth
| Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
| WR1 (ASX) Chart |