181 new factories starting in 6 months? Sounds fanciful. So the assumption made by analysts is EV battery factories can't be retooled to make new generation batteries? I would find that hard to believe also.
Imho only graphite winners will be those that have a mine now. Everyone is working on SSB's even the inventor of lithium ion batteries see's the future is in SSB. Don't be the one standing on the beach looking at the tsunami and then asking afterwards what happened.
Onwards and Upwards, page-127
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