Oh - so you think these cell manufacturers have signed 4-6 year supply conracts with companies that have no resource?
Time to do some serious research about supply lines!.
Do you not realise that Ecopro - the main supplier to SKI and Samsung has contracts with miners (e.g. Tianqi and Blackstone) and precursor manufacturers (e.g. GEM - the world's largest recycler of battery metals which also has a 6 year contract for 20% of Glencore's total output and is in a consortium to build an HPAL plant in Sulawesi)?
SK Innovation, page-1781
-
- There are more pages in this discussion • 155 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AUZ (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
0.8¢ |
Change
-0.001(6.25%) |
Mkt cap ! $11.18M | |||
| Open | High | Low | Value | Volume |
| 0.8¢ | 0.8¢ | 0.7¢ | $2.736K | 361.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 33 | 8484906 | 0.7¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.8¢ | 636303 | 6 |
View Market Depth
| Last trade - 12.29pm 26/06/2024 (20 minute delay) ? |
| AUZ (ASX) Chart |