Wild stretch, but VW have just signed a $5B JV with Rivian USA over EV tech. Rivian use Samsung SDI batteries, as do BMW, Stellantis, GM, Fiat, and a few others.
i predict an offtake very shortly with Samsung, they already have a Czech battery plant and will supply more to Europe in 2026. Maybe our mine and process plant supplies them early stage whilst the CEZ battery plant is built in time for 2 stage, increased production in 2030. Or maybe not
Not Gunna Be Enough Lithium, page-2527
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