Agree, CATL are gambling. I don't for one minute buy into the spod price halving any time soon however what doesn't seem to get coverage is that even with reduced spod/lithium pricing, miner margins are huge. As we head toward 1Mt+, the cash will continue to pour in. Let that sink in to these hidden agenda arguments.
Agree, CATL are gambling. I don't for one minute buy into the...
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