At 20kt PA we have the capacity for about 220k EV's.
It is not possible for a EV manufacturer to lock in a single supplier. They would need something like a new supplier producing 100kt PA say in Teslas case for its expansion.
It will be lots of smaller suppliers conmtray to the ney sayers of size is king.
Someone will lock us in as a supply going forward I have no doubt.
imo dyor
AGY Price at posting:
2.3¢ Sentiment: Buy Disclosure: Held
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