Ford have a binding offtake agreement with LTR for lithium supply
Ford also have a MoU with BHP for nickel supply
Tesla has an agreement with BHP for nickel supply
Tesla had an offtake agreement with CXO until it fell through last year
Those North American automotive manufacturers are not afraid to head down this way to secure supply. Google helps finding this info but some people may not know how to use it properly and prefer to throw mud instead. Muddy waters create confused shareholders.
Ann: Scoping Study for the LFP Cathode Manufacturing Plant, page-52
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