Does anyone else think that this rise has something to do with PLL's Tesla deal? 1/3 of all it's lithium over 5 years for the North Carolina Site (PLL closely located).
With Tesla's approval for Texas Gigafactory it would also need Lithium in close proximity and ASN fits. Is this FOMO for lithium suppliers in the USA, as E. Musk has already acknowledged that supply thus far will only scale until 2022?
A bit to unpack in theory or have I missed something from ASN recently?
Cheers for thoughts. Micko
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