BMW set to sign battery deal, page-151

What is amusing is that if you asked anyone a year or two ago if BMW would be looking for a lithium supplier, people would of laughed at you. This is just the initial trickle in the flood that is coming and Australian lithium miners are pretty much tied up in contractual offtakes (btw, I hold stocks in Aussie miners too, so great news all around).

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BMW’s move – in response to lithium prices doubling in the past year – is seen more as a chess move to defend itself against potential price rises and possible supply contraction.​

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Seems BMW isn't buying the Roskill/SQM oversupply scare