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https://cleantechnica-com.cdn.ampproject.org/v/s/cleantechnica.co...

  1. Rupfel
    10,596 Posts.
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    17/08/20
    18:26
    Post #: 46601504
    https://cleantechnica-com.cdn.amppr..._v=a2&amp_gsa=1&usqp=mq331AQFKAGwASA=
    Adding up LG Chem customers and Tesla basically take out Renault Nissan
    Ganfeng to date has had the capacity to supply this market and from memory had a 3 month stockpile of LiOH in qtr 1 2020.
    I am still not totally convinced that ALB have been supplying Tesla and nothing in their qtr 2 report to suggest it.
    Barrons if it posts says ALB has been going up on the back of Tesla, the link being Lithium, not contracts.
    https://www-barrons-com.cdn.ampproj...-linked-stock-catches-a-downgrade-51580916627
    AJM Price at posting: 7.0¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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