@8horse thanks for sharing the CATL news, this just heats up the inevitable M&A activities and accelerates the race for others in a similar position or thinking about getting in and securing supply.
All the activities and pledges here including an American Government that has woken up, coupled with increased in overall EV/storage demand differentiates the 2016-2018 to the 2021 to 2023+ period/next wave
It’s going to be a good run IMO
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@8horse thanks for sharing the CATL news, this just heats up the...
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