Interesting Ninja that we may not have seen the full potential last year.
Everything I'm reading showed a huge shortage of battery manufacturing last year in China.
Japan imports from China took a dip down likely the result of Panasonic doing a deal with the CCP to manufacture more in Suzhou and Dalian in preference to Japan.
With Panasonic representing not far off half the batteries the big question is who is providing for the Dalian plant when it comes on-line and will they consider Spodumene which produces a better overall battery quality than lithium from brines. It's all going to Tesla from what I can see....
Massively undervalued, page-6
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