EDIT: to Ameliustag - Looks to me like they're in the business of maximising returns. Why anyone would want to be tied to Tesla at this point is beyond me. This is open sky debt free production, money in the skyrocket to expand, potential increases to supply and LOM, no signs of decreasing prices or demand for several years.
What is the upside to a Tesla deal that would inevitably cede profit and/or control to another party in the current lithium market?
Ann: Offtake Update, page-207
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