The other supplier to Tesla in that article was Ganfeng who have just signed an offtake agreement with AVZ sending their shares on a run.
That's not a cross promotion, it's simply pointing out that another chunk of uncontracted spod has been taken off the table.
It also shows what will happen when the documents get inked for SDV. Only in a bigger way. I would say an exciting 6 months ahead of us.
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