I have a lot of faith, large format battery volumes into the market are only increasing every year, this provides a smooth increasing glide path for supply (and associated revenue) for recycling while they continue to optimise operations, then once they hit a tipping point this will flow into supply of battery chemicals. Just a guess but thinking battery chem. supply agreements would be limited until they likewise reach a production tipping point. From an ESG perspective they would have to be positioned as a premier supplier of battery materials too.
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I have a lot of faith, large format battery volumes into the...
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