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While the emphasis is (correctly) on electric cars there are...

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    While the emphasis is (correctly) on electric cars there are multiple sectors of interest in the transport sector alone.  I recently returned to Beijing for the first time since 1993 where I owned a JV


    My very first impression was the absence of the sea of standard design black "Swallow" brand bicycles.


    Instead the roads were full of motor scooters, of multiple brands and sizes. In many cases a family of up to four managed to (safely) get around on them. A very significant market. That is the same throughout Asia.  Other than bicycles there is a wondrous assortment of commercial conveyances that visitors to China will be aware.


    The key obviously is to accelerate market entry. Every day lost at this front end will mean loss of market share and profitability in the future.


    LKE have a fortunate "dilemma".   In what order do they announce 1. Cauhchari  2. Lilac  3. Kachi and possible progress re partner interest.


    Olaroz *brine) Catamarca (hard rock) untouched still in the box



 
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