A brilliant summary!
I have summarised key info on where Ecopro is getting NCM precursor supply and how they secured the supply on timeline. Hopefully this is useful for everyone to see where Blackstone will be heading.
(So my guess is that Ecopro and Blackstone will form JV in 2022-2023)
Also for those who are not familiar with Ecopro, here is summary of Ecopro subsidiaries:
As you can see, Ecopro has many connections with big names through subsidiaries.
I'm not suggesting anything whether Blackstone will be supplying big players here but surely we can leverage the connection with Ecopro to run 4 trains in future
Hopefully this is helpful. Let me know if you want the source of info.
After all, please DYOR
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