Given the world we live in, I find it surprising that the Korean battery makers have A: allowed themselves to be completely reliant on one country & B then poll the US against the FEOC legislations effect on their buying off 1 country.
Korean battery makers imported 97% graphite from China last year. Ok some are starting to move, but they’re each also building around 200GWh worth of factories alone in the US worth B$$$$$$$.
Any form of blockade, China Virus lockdown, Natural disaster, piracy, war, or if China feels like turning off the switch. That will be B$ of plants sitting idle. I’d be racing for a spread of suppliers not the other way around.
Media Watch - NVX related, page-13602
Add NVX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
83.0¢ |
Change
0.005(0.61%) |
Mkt cap ! $404.6M | |||
| Open | High | Low | Value | Volume |
| 83.0¢ | 84.3¢ | 82.5¢ | $644.5K | 774.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 27 | 110627 | 82.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 83.0¢ | 23919 | 12 |
View Market Depth
| Last trade - 14.19pm 23/05/2024 (20 minute delay) ? |
|
|||||
|
Last
82.5¢ |
Change
0.005 ( 0.12 %) |
||||
| Open | High | Low | Volume | ||
| 83.5¢ | 84.0¢ | 82.5¢ | 156709 | ||
| Last updated 14.38pm 23/05/2024 ? | |||||
| NVX (ASX) Chart |