Running discussion on SP, page-52752

So with this CATL deal 100% of product based on DFS 2020 is accounted for/will be under contract after ML.

Is it assumed that for the expanded production ie 1.6Mt SC6 that this product is entirely going to CATL? Or is there potentially room for some other OTs amongst this extra product? If it’s the latter, then potentially AVZs presentation could also be for the purpose attracting some interest in the extra product from the Li players that will be in attendance. And maybe timing of announcement yesterday was strategic in this sense.

Or it’s all going to CATL. Looks good either way