I reckon guys that Ford are so behind in their EV shedule, that they might not take up all their allocated lithium supply deal with Liontown, plus their is addional cheaper lithium supply coming from the US !
Ford are losing money selling EV !
They need to drastically lower the battery costs to be competitive and that means squezing ther lithium supplier Liontown !
Ann: Liontown moves forward with DSO opportunity, page-152
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