Definitely they will need more lithium, no doubt on that. But North America is also trying to produce more lithium locally. Sticking to market is always the best strategy. Unless Telsa is interesting on offtake, otherwise it's wiser to explore other areas. It's very hard to find manufacturer companies from North America to fund LRS. Investment from manufacturer companies is much better than fund from pure investment companies.
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Definitely they will need more lithium, no doubt on that. But...
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