1-customers ex-China either don’t have conversion capacity or unable to match bsit terms/pricing and accordingly the offer reflects desperate need for quality sc6. (Peers are producing a paltry 3.8% to 5.3% bar GB)
2- Ltr is flexible to extract the best price regardless of customer location. In the same way Ltr kick out the banks and govt agency expensive and usually onerous funding terms and conditions. It’s business.
3-China’s lead in ev adoption cannot be ignored as the US which is hooked to its gas guzzlers like Australia significantly lags the rest of the world. The Chinese are more keen to experience driving excitement as you can see in their love affair with luxury cars including ev’s now. That’s of course coupled with their need to reduce pollution- we recalls a few years back when I guess the likes of Shanghai had to prohibit cars for days
4- we’re expecting very decent volume in Aug or early ramp up to be able to ship in September- we can’t ship 2 tonnes, it would have to be 20,000 tonnes imo
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