SYR 5.43% 48.5¢ syrah resources limited

We don’t really need to crack the supply chain for CATL or...

  1. 1,839 Posts.
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    We don’t really need to crack the supply chain for CATL or BYD.

    They can simply licence their technology and know-how for production/manufacturing in another country - even mainland USA to comply with foreign entity of concern legislation in IRA.

    Win win for them, win win for USA (jobs, manufacturing etc).

    Either way - wherever batteries are manufactured - will require an absolute truck load of IRA compliant graphite - win win for Syrah.

    DYOR IMO

 
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