BMW set to sign battery deal, page-125

So you're claiming that? How cute.
I think most holders would concede that we have about 1% chance of getting that. If it's an Aussie I think it could only be MIN, ORE or GXY, however IMO it will be Greenbushes. If they resolve their Ta dispute before a BMW announcement is made then that would be a big signal for me. The Kwinana plant plus increased production makes them top candidate.
I just can't see BMW going with anyone except a current producer unfortunately.
Doesn't matter though as there are lots of car companies making EVs and the demand side is growing.