Absolutely, I think a deal with VW is a big chance.I'm sure Euro...

Absolutely, I think a deal with VW is a big chance.

I'm sure Euro Manganese think they are in the box seat given proximity, but what they can't do is guarantee a 'virtually infinite resource' (those are literally Justin's words). EMN do kinda tick a greenish box because they are 'recycling' old tailing, but the power consumption will be huge - just depends if VW want marketing spin-ability or if they are genuine about a green product (which IMO as it stands only E25 could deliver).

If not VW, someone with the similar strategy is clearly who we are targeting.
Car makers will have to think about this as a future proofing move as much as anything too - secure your sustainable (green, ethical, cost, life of mine) supply chains, or be left with the dregs. Short term thinking or being slow to act here could spell the death of some manufacturers (and presents a huge opportunity for all market players - which is what VW are trying to capitalise on).