RE:Thoughts on our future partner.I would also really like to know which companies have contacted CRE. I think the market would give CRE the highest valuation for a deal with Tesla, Volks wouldn't be far behind. Tesla will need lot's of material to feed their plant in Texas and are looking in North America as per their presentation on battery day.
But you're right, the European market will need large quantities of materials for gigafactories like Northvolt's and others projected to open in Norway (Freyr).
The demand in the US will also be huge. Battery makers will propably open more factories in the US. The Biden administration know they have a lot of catching up to do, Europe and China are further ahead at the moment. We'll see!