RE:RE:Crux interview "Increased pace of discussions" with OEM's.
International governments will help fund/ create incentives to the EV/battery makers through export agencies.
Great analogy of this being a similar generational moment in history comparing to WW2 when metals demand from governments went throught the roof.
OEM's are realizing there are few projects that can be put online in latter half of the decade.
You can clearly see the game plan over the next two years and its extremely bullish IMHO.