We’ve had this conversation before - what happens in the past won’t necessarily continue in the future. With car companies heavily investing in battery companies: like VW and Tesla building their own battery factory instead of buying off a supplier why would you not think car manufacturers would do the same with their engines? Do you really think mercedes, porsche, bmw, vw would get another company to make their PMM for them long term? They make their own engines now don’t they???!!! This EV revolution is just that - a revolution and business will get the chequebook out to lock in supply for future supply. Arafura is absolutely and take over or joint venture target.
https://www.google.com.au/amp/amp.t...d-state-battery-production-by-2025?source=dam
is this the bottom, page-8
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