It's all outlined in that article, I don't agree with some of discovery alerts stats on EV sales or carbonate oversupply predictions, they need updating/reviewing.
The LG Energy/ Elevra could morph into something big in the near future.
LG bought into Novonix for graphite 2023.
so will no longer need to rely on China for graphite.
LG Energy have a major U.S. strategy in place.
https://news.lgensol.com/company-news/press-releases/1809/
I see LG doing the same with Elevra.
This would make LG Energy the first EV battery company able to mine and refine minerals and produce batteries in Nth America for U.S. Car Manufacturers.
It's all outlined in that article, I don't agree with some of...
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