As well as NAL not producing enough LC to meet CATL's demand, CATL will want to lock in more than one source of raw material - that's smart business sense for a global business, since you don't want your supply chain to be at risk by having a single point of failure that can halt your entire business. Multiple sources of spod makes perfect sense for a company as huge as CATL.
AVZ Price at posting:
15.5¢ Sentiment: Buy Disclosure: Held
