...Yahua's win (Lithium carbonate supply contract with Tesla) is...

  1. 1ronnie
    22,326 Posts.
    lightbulb Created with Sketch. 2044
    clock Created with Sketch.
    20/06/24
    12:28
    Post #: 74407092
    ...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.

    https://x.com/jczuleta/status/1803555452145299879
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 

Featured News

RZI https://hotcopper.com.au/news/asx-news/149063/fast-track-assaying-yields-182-g-t-gold-for-itech-at-new-nt-play/
right-arrow Created with Sketch.
STN Saturn’s stars have aligned for the gold explorer’s Apollo Project
right-arrow Created with Sketch.
NEWS Finding properties tenants will want to rent
right-arrow Created with Sketch.
AHK Ark Mines defines significant exploration target at Sandy Mitchell rare earths project
right-arrow Created with Sketch.
CUV British study shows Clinuvel drug effective on DNA of UV-damaged skin
right-arrow Created with Sketch.
SXE SCEE boosts Synergy deal by $50M for Collie battery project
right-arrow Created with Sketch.
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.