This interesting enough was told to me by DC as well. Disclosures on income etc. have not been revealed/disclosed. But I understand when researching that China has the market.
ie 23 AR - US65m
24 AR - US79m
Reflecting on increase in spot price for p205, and so I don't feel they have priced in the battery grade supply.
I was told that LFP was close to 50% of the world market now. So, it all sounded positive. I couldn't find pricing anywhere when looking.
Agree, many more questions.
Ann: 2024 Annual Report, page-12
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