Yet another interesting vid about the Lithium-Ion battery (pack) supply 'bubble' and supply line stress for auto manufacturers.....
All good news for PLS, at least in the short to medium term. Ken often speaks (or at least did...) about PLS being in a 'sweet spot' re Li supply.
"As more and more automakers jump on the electric car bandwagon, we're starting to see increasing demand for automotive-grade lithium-ion battery packs. While companies which thought ahead and either planned their own production facilities (Tesla) or signed long-term contracts (GM) are seemingly insulated by the various battery shortages that currently exist, automakers which are newer to the plug-in car world are struggling to find decent supplies."
https://www.youtube.com/watch?v=szyH0ze_enI
re:Lithium demand surge, page-1893
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