More investment in LFP proves the thesis that will be high demand for AEVs product.
Did you expect AEV to somehow capture the whole market? Obviously there's going to be investment across the world.
Also note the investment is from Chinese companies likely for Chinese car suppliers.
Not our demand they are taking. We are after Korea and Japan.
Undercutting the market, sure.
That doesn't mean sell AEV.
As Pez pointed out, the price is in line with our base scenario.
You're conflating two things.
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