it’s very hard to get a seat in front of these car manufacturers as there aren’t many technology partners that can produce commercial quantities of lfp cam outside of China.
that seems to have been totally missed by the market.
brett says it in the announcement “Avenira aims to capture a material amount of the ex China market”
as of last yr non China supply was 20,000 tonnes and demand was 300,000.
Ann: Update on Aleees Arrangements and Work on LFP Project, page-28
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