Is there any remote possibility we have totally overlooked Tesla. They are so entrenched in various supply chains. Sure they can be high on the list of POSCO US supply to large auto. Yet we know EM and his diversification structures would not necessarily rely on one supplier for their quest to be number one in US future auto markets - he just got a significant leg up with Tariffs and main competitor BYD US ambitions.
What I'm saying is Tesla have multiple battery supply contingencies - why would he not invest and diversify same for a % of his own E motor supply chain. Same applies with all large US auto corporations challenging to stay relevant in the US EV transition. They can not just purchase off the shelf - different manufacturers and models require different E motor specs - magnet specs etc.
- Forums
- ASX - By Stock
- ARU
- Ann: Critical Minerals Conference Presentation
Ann: Critical Minerals Conference Presentation, page-23
-
- There are more pages in this discussion • 24 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ARU (ASX) to my watchlist
|
|||||
Last
15.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $371.8M |
Open | High | Low | Value | Volume |
15.5¢ | 15.8¢ | 15.5¢ | $135.8K | 875.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
139 | 5250421 | 15.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
16.0¢ | 1954691 | 15 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
139 | 5250421 | 0.155 |
107 | 3739337 | 0.150 |
37 | 1566171 | 0.145 |
26 | 2948967 | 0.140 |
10 | 950679 | 0.135 |
Price($) | Vol. | No. |
---|---|---|
0.160 | 1954691 | 15 |
0.165 | 1285954 | 20 |
0.170 | 1048146 | 19 |
0.175 | 573323 | 11 |
0.180 | 1111220 | 22 |
Last trade - 16.10pm 20/08/2024 (20 minute delay) ? |
Featured News
ARU (ASX) Chart |
The Watchlist
CC9
CHARIOT CORPORATION LTD
MD - Shanthar Pathmanathan, Geologist - David Trabert
MD - Shanthar Pathmanathan
Geologist - David Trabert
SPONSORED BY The Market Online