like many here I wilL be very interested to see what discussions and observations happen tomorrow in Las Vegas. Should make for an interesting Wednesday.
Local markets also need to recognize that, for local supply chains to be developed and to meet the higher ESG requirements of European and North American original equipment manufacturers (OEMs) and consumers, a premium over the price of Chinese anode material will be necessary.Only through support from local markets and governments - as well as a commitment from consumers to pay premiums for diversified, local, ESG-friendly supply - will a sustainable local anode chain be established. This could provide the needed liquidity for the development of transparent pricing mechanisms, reflecting the dynamics of the European and North American markets.
RNU Price at posting:
20.0¢ Sentiment: Buy Disclosure: Held
