Yep that's the way I read it too. It's not one or the other. The sheer demand and supply constraints mean Tesla will need to source from multiple suppliers if they have any chance of scaling up to their planned capacity.
Talga are drilling to increase the resource because the demand is there and they're confident it's going to be needed and will be permitted...with the assistance of LKAB and their underground mining expertise.
It's a matter of when not if for Talga IMO
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