I also think a smelter in the golden triangle is a distinct possibility. I've posted about this before, in the context of all the new tax incentives for critical minerals:

https://agoracom.com/ir/CopperFoxMetals/forums/discussion/topics/784868-stay-away-from-teck/messages/2371754#message

Details on these tax incentives are firming up and looking good. Its a golden opportunity to build and operate a smelter. Think of the jobs created and the cost offsets via generational tax breaks. Another revenue stream potentially from other mines in the area as well.

K