OK I think I've worked out what Bas is alluding to, things are heating up in the EV Battery space:
https://www.reuters.com/business/stellantis-reaches-preliminary-deal-rare-earth-minerals-with-niocorp-2023-07-
06/
NioCorp have just annouced an offtake with Stellantis (EV Carmakers)
https://www.nytimes.com/2023/02/02/climate/nebraska-mine-niobium-rare-earths.html In February the NYT described mining niobium as a "Patriotic Duty". Have a listen, if you haven't already. Interesting, they are still finalising funding of $1.1B
https://unauthorised investment advice/resources/resources-top-5-stellantis-makes-pioneering-investment-in-small-explorer-gl1-snaps-up-stake-in-neighbouring-lithium-play/ s*t*o*c*k*h*e*a*d last week also became an major investor in Kuniko (ASX:KNI) "an early stage explorer with no resource"
General discussion, page-198
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