RE: US Announcement on EV Raw Materials23 Feb 2022 11:49
I believe CEZ are limited by contract as to how much they can offtake for their ow consumption, and they have to compete, again by contract, with everyone else on price. The whole thing is set up not to give CEZ an advantage in this regard. Write to KC and ask for a fuller explanation.
By 'full scale invasion', I presume you mean of the whole of Ukraine? My best guess is that he'll take the Donbass, which they're in the process of doing, and just may extend to Crimea, to make it all joined up... although I've not seen any commentary suggesting this. Personally I doubt he'd go for the whole country, but I see analysts who supposedly know more than I do saying it's possible. If this did happen, I can't see why it should have any implications for EMH.