Will CBMM be the first upstream input material partner? Nano One needs to secure a source of niobium for doping. Dr.Cambell has already stated they put niobium in their full range of CAM products.
Nano has also been highlighting that they will announce a partnership with upstream input materials providers as part of their 2024 goals. Rio Tinto is already a lock but they also need niobium (and other) material inputs for their CAM products.
It's a good guess that CBMM will be the upstream partner that Nano announces first. This would be an intake agreement rather than an off take agreement. CBMM makes good sense especially considering the timeframe that CBMM will commission their battery grade niobium plant.
https://financialpost.com/pmn/business-pmn/top-critical-mineral-miner-cbmm-sees-opportunity-in-ev-batteries
good luck to all the longs.