EV Manufacturing bottleneck for existing ICE switch is mid-late 2019. But definitely 2020.
Key Cathodes/ Cobalt etc will be in high demand, VW Group etc have no plan B and have botched plan A. There may be many large car manufacturers in same position. Supplies shortfall and severe bottleneck.
This move by CLQ and RF, is genius.!
Enjoy the ride from first Q 2018 through late 2019 .. I certainly will this is not far away!!
Boom!!
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