General Discussion Topics, page-142150

No.
I have been writing on H.C. since KDR.
I was told I was delusional to think Tesla would do an offtake with a mining company. They did and with KDR.
I predicted the spod squeeze, mainly because of the Tesla need for LiOH which was the leader at that time.
Altura was the main supplier of spod to Tesla.
I continue wirh my research and continue to share.
After spending a week looking at the BESS market, then the Japanese announcement which brought Mitsubishi into the Quebec picture,via Honda another Japanese major landing in Canada.
Mitsubishi Power is huge in BESS and in Nth America but they use Chinese batteries.
Evlo, Hydro Quebec make batteries for BESS.
Guy Liaberte is there.
Mitsubishi Power will need to find a Nth American battery maker or do it themselves for security reasons.
I see EVLO and Mitsubishi Power working together producing lfp BESS batteries in Quebec using Li Carbonate from NAL as NAL'S first customer followed by Honda.

Nth America is a very big customer for Japanese carmakers.
They are going all out for the U.S. EV market.
They will fill the EV void, which Ford and GM have given up on IMO.

Time will tell.