AVZ 0.00% 78.0¢ avz minerals limited

Ann: Congolese Government and AVZ to progress Manono SEZ, page-65

  1. 3,574 Posts.
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    I believe CATL WILL be involved with Tesla in their Chinese based factory as China will not let a Japanese battery maker muscle in on their home turf (aka Panasonic).

    I believe CATL will be trying to supply everyone, somehow, somewhere on any scale. The only way to secure global dominance is to:
    A: have the best product, or
    B: have the best prices and supply chain.

    I would say they fit into 'B' presently.

    'Need to understand that DRC lithium is a separate marker with fewer prospective off takers than you think due to the levels of risk inc PR risk'

    ..Definitely just an opinion...you would be hard pressed to find a shred of evidence to back that one up. Only the inner circle would know the answer to this one for now...

    I do agree with you that Telsa won't be involved...other than being a customer of CATL for their china based factory.

    https://www.reuters.com/article/us-tesla-china-catl-idUSKBN1ZT16G
    Last edited by Roostar: 23/10/20
 
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