Panasonic may not be on the table but this is huge. Panasonic are going to need several new supply streams of lithium and even then they say they will struggle to keep up with demand. This news alone is sensational for AGY as other battery/ev manufacturers are going to need to lock in supply of lithium, and quickly, which will create upward pressure on price and give AGY the upper hand in negotiations. AGY share holders are going to have healthy accounts before years end. GLTA.
Panasonic may not be on the table but this is huge. Panasonic...
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