The biggert auto manufacturer in the world has now said, we got our supply stiched up and there's likely to be a supply deficit.
Did MS write this announcement for VW, or is MS employing VW to gently spread the bad news to other OEM's and ESS coy's.
VW plan to make about 3 million EV's pa in 2025>. Using an average of 55kWh (50kg of Li) battery pack, VW will require ~150 kt of LCE pa, roughly all of PLS stage 3 nameplate output in LCE terms.
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