From Huayous point of view this is a very likely scenario, but the most pressure of all I see on CATLs side. They have now delivery committments for 35 bn US$ and need to secure these. On top come contracts with PNG and prob. Nissan. New CATL offices in LA/SF point on top to the Californian producers. Can CATL afford to loose a large entry in AVZ? If not tomorrow we will know that on Thuesday/Wednesday, when new holding have to be announced latest.
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From Huayous point of view this is a very likely scenario, but...
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