The reality remains - China has been spitting out cheap, quality, consistent anode and western OEMs and the like weren't willing to turn off the tap.
Making environmental-friendly product (which all signs suggest could be purchased by the high end niche market) isn't enough and won't be enough until 1) policy forces said businesses to start to use the EU supply chain. We have seen a few examples like the battery passport (coming in the future) and small tariffs in the EU. Option B is the Chinese tells the west to piss off and stops supplying, forcing the west to source from elsewhere.
We haven't seen any real evidence yet, anywhere across the world, that suggests the west will embrace alternative supply to China unless forced.
TLG Price at posting:
46.5¢ Sentiment: Hold Disclosure: Held
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