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The Rise of Legacy OEMs in the Lithium Space
General Motors has made moves in lithium by making an investment in a geothermal play in California. The project is not funded and not built and will be in production for a number of years. So you're starting to see more of that, again, really aggressive Chinese players like CATL or BYD or GenFang have been doing this. And so now you're just starting to see Western legacy OEMs start to do the same thing.