Ann: Critical Minerals Conference Presentation, page-23

Is there any remote possibility we have totally overlooked Tesla. They are so entrenched in various supply chains. Sure they can be high on the list of POSCO US supply to large auto. Yet we know EM and his diversification structures would not necessarily rely on one supplier for their quest to be number one in US future auto markets - he just got a significant leg up with Tariffs and main competitor BYD US ambitions.
What I'm saying is Tesla have multiple battery supply contingencies - why would he not invest and diversify same for a % of his own E motor supply chain. Same applies with all large US auto corporations challenging to stay relevant in the US EV transition. They can not just purchase off the shelf - different manufacturers and models require different E motor specs - magnet specs etc.