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08:42
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Originally posted by cartex
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Opaque as lead in all comparisons with the exception of those suppliers willing to divulge such information to semi control market prices...Customers DO NOT provide pricing information to the market as this would compromise their competitive pricing agreements with current suppliers or potential new suppliers.
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What you are saying is buyers have all the inventory they need for four years it takes to find a new soruce of supply and can meet an expected very large increase in demand for EV batteries. What makes you so sure they have that supply?
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