Yep if it is correct it would be a game changer.
World production is about 50Mt, so 1Mt of ore currently is stated by the earlier linked report as being amenable to upgrade to HP.
E25 is planning an upgrade to 1Mt of ore. This would mean post expansion they would be sitting on about 50% of world supply of ore suitable for refinement to battery grade HP Mn. Given E25 has large reserves, their percentage of reserves may be higher again. Its possible that the processes E25 have developed would apply to a wider set of ore than just Butcherbird, but even then the IP if it can be secured is incredibly valuable.
The Dawn of EV, page-1357
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