...which ASX lithium stocks have offtake agreements with Tesla and Ford, not dependent on China?
...not PLS, they depend on China
...Its LTR.
...So what is happening to Tesla and Ford is critical to LTR.
...what is the commercial construct of its offtake agreements with Tesla and Ford?
...how is order quantities and pricing determined? LTR shareholders do not know this or have privy to it.
According to the $TSLA inventory tracker, Model 3 listings in Europe are at a new high since Highland launched.
https://x.com/funwithnumberz/status/1784223870443986994
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