IXR needs to work with Tier 1 auto suppliers like Solvay and GKN. That’s how auto supply chains work.
Tim and team have been working hard but non-Chinese permanent magnet supply chain needs to establish itself and now it is taking shape.
Non-binding MOUs aren’t worth much, especially if the miner hasn’t got the ability to process MREC economically.
Belfast demo going live is a major milestone that will totally change the attitude of Tier 1 OEMs.
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