AKE 0.00% $9.83 allkem limited

Ann: Orocobre Limited - Investor Presentation November 2018, page-8

  1. 58 Posts.
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    Is implying that the industry average is only running at 70% capacity? It seems from their analysis (graphs showing forecasted vs actual supply) that everyone is having trouble meeting the market demand. I guess that explains the higher contract prices.

    I saw this posted in another forum but it seems Volkswagen has seen Tesla's successful partnership with Panasonic and wants to build their own Gigafactory. They are also talking about converting 2 factories over to EV production.

    https://electrek.co/2018/10/25/vw-battery-cell-gigafactory/
 
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