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929 Posts.
375
06/06/19
11:33
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From my novice view there seems to be a disconnect in the supply chain.
We have seen Tesla saying they aren't getting enough batteries from Panasonic.
European car makers are having to buy batteries from Chinese companies, I'm sure they would prefer another source but have no other option.
But at the upstream end spodumene converters are bottlenecked.
Seems very shoddy/poorly executed to me.
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