RE: VW says wants to get actively involved in Raw mats2 Jun 2021 07:20
@Sid
Sry already for my English at the beginning.
Actually your are right. For example watch this video Analyse of Teslas advantages in BUYING Piedmont before battery day 2020.
https://youtu.be/GNvai-VG9gc
Everybody familiar with the topic thought Tesla will buy it. But didn't.
So what was the reason? They would obviously safe a lot of money as Ivan shows us. Till know we can only guess. There is some hitten strategy behind imo
Look, I'm invested in Sayona Mining since Piedmont and Sayona announced there strategic partnership couple month ago Both have big potencial and can together be a game changer for north America. We got NAL recently with help of Piedmont which is already heavy invested with over 20% in Sayona and 40% in Sayona Québec. Sayona has now 3 mines in Quebec. Authier, NAL and in exploration Tansim plusikely Gold beside de grey, Graphit and Lithium in Australia.
There is a massiv potencial near the north american car market I even don't count all the small supplier in Québec which will participate in an Lithium Hub arround Sayona. Ford very likely will be the next offtaker.
Piedmont the first offtaker and Sayona made a deal that from Sayona Québec at least 50% or 60000tpa go to Piedmont. With this amount Piedmont will supply Tesla and fulfill the contract they made. So my point of view is that Piedmont is already Tesla inkognito. It's a win-win for all at the moment and that without huge noise.
Sayona will now with a Lithiumhydroxid plant (they have to change the plant from Carbonite) 3 upcoming mines the relation to Piedmont and to Tesla with may be soon gold in the back start to grow. And all know somehow who they have to thank for. It's a little bit like Piedmont is Teslas Advokat and more in the mining sector.
So to come back to us. I think like Mkdv wrote it should be. VW will design this new battery company to go deep diving in mining sector and to establish relations, contacts and help may even with money for projects they aim on. And no I don't believe that VW will buy in geomet. They can rely on CEZ and the Czech government and they know this because they invested via Skoda already decades earlier right after the fall of the Iron curtain in Czechia. There is no way VW will not get Lithium if they want some. CEZ and VW are a unit. Tesla is here only the second place. Cinovec is not the goal of VW new strategy.
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