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
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