I’m not sure of the train of thought either but if @Exceller was making the point that examining only EV sales is not an aporopriate measure to determine the ‘need’ for Altura as not all Lithium ends up in high end vehicle batteries for vehiclex I think there is a case for argument that most of Altura’s does go in that direction due to the oft-touted quality.
This being said who knows what Weihua, Shandong Ruifu and Lionergy do with their shipments or what quality hydroxide the processing plants of Weihua and Shandong Ruifu produce... or who their customers are?
If they are old it might be that you can feed the purest spod in the world in and still get an inferior hydroxide out the other end?
Presumably Lionergy sells or will sell any shipments it receives on the spot market - but I imagine if Altura spod ends up there it WOULD be snapped up by one of the Tier One battery makers ...
cheers
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