No carbonate will be shipped to the US and part of the new agreement. Here's an article from earlier today regarding the new Yahua/Tesla agreement:
https://www.teslarati.com/tesla-lithium-supply-china/
Here's the big takeaway, beyond the fact that the new agreement is for carbonate, and that Yahua already supplies Tesla in China with Hydroxide:
"Tesla’s lithium supply agreement with Yahua will likely support Giga Shanghai production and cars that won’t be sold in the U.S. market."
Best regards!
No carbonate will be shipped to the US and part of the new...
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