Excellent post PB.
It would not surprise me in the slightest if BYD picked up PLS off-take.
The neighbours deal with Optimum Nano shows that for the first time battery manufacturers in China are bypassing the processors and going straight to mine.
If that happens well hold on to your hats. It's always going to be China imo and they are now the prime candidate.
Lithium, page-33
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