https://www.breakawayresearch.com/media/yxabhxmy/pod-220610.pdf
The Breakaway report from June this year - the one Chesapeake refer to - has interesting commentary on page 11 regarding the disengagement of EV and POD in Weld Range /Parks Reef.
Until something positive is released in that regard It remains as an unticked box and as such invites speculation. EV in no hurry and POD no apparent leverage to influence that.
The exposure EV is getting in the battery metals space at present is huge.
A tilt by them for POD or a renewed tie up with POD wouldn’t surprise but it would be governed by how amicable the past separation was or the current relationship is.
My ( purely speculative) opinion only
https://www.breakawayresearch.com/media/yxabhxmy/pod-220610.pdfTh...
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