Originally posted by mattyman174:
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And I hope that we manage to get to that point."The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage." Warren Buffett
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EV is not the only customers of anode but the biggest.
China may ban graphite export but will continue to export EV batteries to make sure that no one can compete with China.
Tesla is using BYD EV batteries and won't bother to make its own 4680 batteries that have been bragging for years.
RNU will need to beg BYD to lift an eye on it.
