For BGS it is just still an option. 75 trucks running flat out is not a bad trade off for 500,000 full EV cars produced per year!
However I would prefer a 2mtpa and matched LCE chem plant.... its a win, win, win.
I wish I was more in the know in terms of what some the chineese companies are thinking for setting up and operating these potential chem plants that will be very much needed.
AVZ Price at posting:
4.0¢ Sentiment: Buy Disclosure: Held