Tesla model 3 refresh being made in China now are exporting to Europe and Australia. I know this because they have reduced the price of the model 3 in Australia by a substantial amount that is because they are now being shipped from China rather than from USA.BHP nickel west also in a good position to supply Tesla I would assume they would ship from WA to China for prep then to shipped to US Texas gigafactory.But in saying that I wouldn't be surprised when the Shanghai gigafactory expansion is complete the LFP Model 3 will ramp up huge and the most cost effective way to get lithium is from PLS.I can't see another logical supply chain for China to expand, tesla will expand China next coming year there's no doubt. When there's lithium demand PLS can ramp up slowly to increase profits I doubt they would sign a contract for fixed price.
Tesla model 3 refresh being made in China now are exporting to...
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.01 |
Change
0.050(1.69%) |
Mkt cap ! $9.059B | |||
| Open | High | Low | Value | Volume |
| $3.03 | $3.04 | $2.96 | $47.61M | 15.86M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 14 | 168080 | $3.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.01 | 137639 | 2 |
View Market Depth
| Last trade - 16.10pm 09/07/2024 (20 minute delay) ? |
| PLS (ASX) Chart |