“. No multi billion dollar company (VW) is gonna partner with such a tiny nobody”
Except Lithium America is doing just that…
Offtakes are nice to see but there is no rush. Making sure the right value adding company joins the register is pivotal. I am sure they will not be short of offers.
This is a sensible and more than likely deliberate course of action, one that is also shared by other companies e.g. GL1 biding their time too.
It’s also possible certain milestones may need to be achieved before parties are willing to entertain coming onboard.
Personally, I think many downstream players will have noted and be watching GT1 closely. Their resource base is of an economic level, high calibre management team to execute, perfect location and perhaps most importantly is their speed to market.
GT1 - Megathread, page-696
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