https://insideevs.com/news/566626/global-xev-battery-market-2021/
Some interesting stats here.
Panasonic say they need to diversify their customerbase.
I would say China was less dependent on OZ spod in 2021 as 3 mines were not operating in 2021 in comparison to 2019.
A40 AJM and MIN Wondinga about 700,000 tonnes of spod.
https://insideevs.com/news/566626/global-xev-battery-market-2021/...
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