Welcome TentCity, great first post on the Talga thread.
"The big fish however will be Northvolt and I wouldn’t be surprised to see them pop up as a very welcome third wheel in the JV funding structure alongside Mitsui & LKAB. Plenty to look forward to this year."
I have been saying this for months. I think it is highly possible Northvolt & VW will join the deal.
In June Northvolt raised another US$2.75 billion from Goldman, VW and others.
VW have also been talking about moving down further into the supply chain to battery materials recently and in response MT has said it "makes sense". I couldn't agree more.
Exciting times ahead this year.
TLG - Media, page-5019
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