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I think theres room for a lot of players. What Sumitimo and...

  1. maxter
    5,803 Posts.
    lightbulb Created with Sketch. 1717
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    23/06/24
    21:36
    Post #: 74449366
    I think theres room for a lot of players. What Sumitimo and other VRFB manufactures will be looking for is the guaranteed supply of high purity electrolyte at a stable price. If Speewah can produce at that level then the likes of Sumitomo will be there in my opinion. Its good that other potential suppliers are developing their own supply chains. Good for cirtainty of supply chains good for stability of price and good for marketing.
    TVN Price at posting: 7.3¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 14  Upvote
    lightbulb Created with Sketch.  Great analysis
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