Normally it would be the Japanese and the Koreans knocking on Australia's door for battery metals but they have both come out early and backed hydrogen to power their future EVs and are instead pushing Australia hard to produce green hydrogen to supply both markets which would be huge if it's possible at all so unless there's a big shift I can only see them producing relatively small amounts of BEV short to medium term just to stay in the game in case green hydrogen is just be a pipe dream
Sunrise 2023, page-376
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