Also, this part of the article is intriguing as RNU has an MOU...

Also, this part of the article is intriguing as RNU has an MOU with Mitsubishi Chemicals:

‘Japan's Mitsubishi and Nissan are urgently discussing measures with partners such as Renault of France to explore the possibility of jointly purchasing graphite.'

Then there's this recent article confirming the situation:

"Teaming up with Renault and Nissan as alliance members to do procurement together is one very attractive option," Kato said. See source.

It makes sense for the auto manufacturers themselves to get involved. As Simon Moores predicted would happen at some stage.

I don't think DC has a shortage of decisions to make.

AIMO, DYOR GLTA(patient)H