Yeah, we all knew that Tesla switched to LFP batteries in China, we knew China stopped exporting phosphate, we knew there was nickel and cobalt supply chain issues, and we knew that the number of LFP powered EV's was increasing rapidly and we also knew AEV were sitting on a huge phosphate resource which we all knew had a huge high grade portion.
It's all there in plain sight.
We guessed that other auto manufacturers would switch to LFP and they did, we guessed that LFP would be dominant in China and it is and we guessed that AEV management would do something about it, and they did.
And now the broader market is catching on.
LFP battery/Phosphate news, page-254
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