Ah didn't see that PFS sorry. Still it's interesting that big firms are prepared to buy in when they haven't yet got to DFS stage etc. I'm guessing a few proven economical Cobalt plays will be hanging out for something like that.
The fact that SK supplies Mercedes Benz ultimately suggests there may be more deals by other car manufacturers to guarantee surety of supply (and probably non DRC based, if they are European, given what the LME is up to).
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