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Ann: Gigafactory Development Further Information, page-130

  1. Pieth0ven
    7 Posts.
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    28/08/23
    16:51
    Post #: 69593950
    Chinese doubled their synthetic graphite capacity last year... Also the share of natural graphite in anodes decreased instead of the anticipated increase.
    We have to hope that EU battery pass (ESG requirements) and IRA (localization to NA) get Chinese suppliers out of the game.
    VRC Price at posting: 0.9¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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