...Yahua's win (Lithium carbonate supply contract with Tesla) is loss for Ganfeng, Arcadium & perhaps PLS (Ganfeng buys from PLS)??
1. It seems like the new supply of #lithium carbonate will be used for the LFP batteries #Tesla plans to produce with equipment to be bought from #BYD. 2. Yahua would be displacing other Li suppliers like #Ganfeng and #Arcadium. 3. More LiOH would come from the C. Christi plant.
