I think you are the one twisting things. The article that you linked literally says 'battery material JV's' in the title and also says source 'cobalt and other ingredients for Li ion batteries.
The JV is for battery production. Do you think they might need some Li for that?
In too deep on AVZ because everyone ramped it and this week suffered and now projecting on PLS maybe?
South Korea's POSCO signs long-term deal to buy lithium from Australia's Pilbara, page-61
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