If it is CATL selling PLS I would say it is another tactic to bring down the price of spod.
The auctions were showcased around the world and more than likely increased Li prices, to see the darling of Li, PLS, shareprice fall, will spook the Li sector.
I always thought the BMX Auction was a 2 edged sword. Beware of the scorpion tail.
I see Elon is not intending to buy a Li mine, but wants an intermediary product for his LiOH refinery
https://www.mining.com/web/musk-tamps-down-speculation-that-tesla-will-mine-lithium/
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