AGY argosy minerals limited

Ann: Annual Report to shareholders, page-26

  1. 7,505 Posts.
    lightbulb Created with Sketch. 615
    A 2022 list of EV Batteries:

    https://www.visualcapitalist.com/the-top-10-ev-battery-manufacturers-in-2022/

    https://hotcopper.com.au/data/attachments/5156/5156181-bc5a33c694158f17819aaf7d70428b5b.jpg

    What's been happening since - how many new plants have & are being built? How many MV manufacturing are seeking to bring battery production in house?

    All suggests demand will outpace supply in the near term 1-2 years at least. It may be a decade away before battery supply matches demand?

    Suspect AGY have time on their hands - the World balance for supply looks as if it will need to move away from China should other countries seek independence from being captive to China.


 
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1.5¢
Change
-0.001(3.33%)
Mkt cap ! $21.83M
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1.5¢ 1.5¢ 1.5¢ $3.848K 261.2K

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