My opinion on this has shifted as of late. I am not much into the speculation game...but this one landed differently.

I was listening to Joe Lowrys latest podcast and he was asked a question about OEMs and investment in lithium.  

He said there is investment coming from OEMs and battery companies as the game has changed from being about price to being about securing supply.  He specifically sighted Ford and their recent announcement of two battery factories.  He went on to say he was under contract not to disclose anything (we all know he consults with LAC).  REALLY left me wondering if they have a deal.

Also... CEO of Ford tweeted recently that we need to develop a vertical American supply chain.  And... makes sense for the Biden administration to support this.

We all know this is a moving target... just my thoughts at this moment.  Time will tell!