RE:RE:RE:RE:RE:RE:RE:RE:RE:Greener way for REE separationNick, Jack knows far more about REE than I ever will, sounds like you do as well, he's also had a lot of experience CM at specific points of the supply chain but that expertise is largely limited to those points of contact so when he strays too far he quickly resorts to conjecture, to put it kindly.
Mind you he's certainly not on his own there, I could say more but probably serves little point, put it this way, after looking at a large number of RE players up close for over a decade now there are only a small group for whom I hold any respect, and they are linked by an extremely powerful commercial understanding of the core business.
Jack's certainly not in that group, doubt he yet understands the economics of HRE.