A message Benchmark have been pushing for many years.. great synergy with our management. if eventuated, those deficit figures would create astronomically high prices... well beyond their 2030 $60k cobalt guidance which I always thought was conservative. we're at 80k now in a fairly balanced market.
it looks increasingly like it will be a 'i told you so' moment, however our plant will be built like 3+ years too late. better late than never i guess.
On another similar note, I found this interesting:
"Tesla Master Plan 3" section of this video worth a watch
https://youtu.be/p7SaYOPjDXQ?t=275
Morgan Stanley put out a note highlighting:
Full Morgan Stanley piece:
https://i.redd.it/t6jsuflzo0o81.jpg
Car Makers will need to become miners!, page-3
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