LTR: Short squeeze coming for shorters - 2nd highest likelihood in all ASX, page-3799

That sounds good
Now with geopolitics , it’s reported also Apple, Tesla etc apparently cannot expect to thrive in C at the level they used to, getting tougher for them too
Now Ltr, offtakes are fob apparently so customers will pick where they want it delivered
-tesla , we’ll see where Tesla will ship its KV sc6. It’s their choice, they might send to China lol
Unless the USA or Japan or EU or Korea can get their converter capability up to scratch and can do it fast
-LG, obviously to Korea
-Ford - same as Tesla, where will they ship it? Where is the ex_C conversion capacity?

more than 90% of Oz lithium still goes to C

so that’s my secondary concern, my main one is for kv to start producing in a few weeks, this is what matters to close the 9 billion valuation gap