I understand LKE are sill at pilot phase, thus interesting that the OEM's are not targeting supply deals with the proven and product qualified incumbent producers, who are expanding or could expand and meet their requirements sooner rather than later. It seems this is a deliberate strategy of legacy OEM's, prolonging ICE sales. On that last note, the Osborne effect is a major risk, given the pent up demand for their EV models, the order list is long.
Good News & Bad News, page-9469
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