There are car manufacturers like BMW that are behind the eight ball in locking in materials for EVs into the future, don't be surprised if one of these majors comes in an locks up Supply.... In a tough lithium market Posco has stumped up $$$, what does the next major do when supply tightens?? Posco's purchase price may seem like a cheap purchase in the future....
Just looking at the "blue sky" - pardon the pun!
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