If anyone is getting jitters at the final lap regarding Mitsui or any other uncertainty, I suggest taking a look at the above.
This list is out of date, but shows what companies are outside of China and at the moment many of them are in their infancy. Take a good look. The majority of these are explorers, tiny companies that are years away from production if ever, let alone having any sort of vertically integrated mine to anode value add. Talga is one of the leaders of the pack in the absolute best location and if they are to fail, it would be a catastrophic disaster to the entire battery industry that is already starved of resources.
Mitsui had the MOU renewed. They did this because they're well aware of the above and want to diversify into the battery sector further. If Mitsui drop out, it'll be down to Talga deciding to go with one of the other options that have emerged recently.
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