Interesting twist from this morning ML
MOU to JV ?
But with who will the binding agreement be if Huayou Cobalt can offer long term supply with millions $$$$in discounted price .
size does matter in this case and a positive take over price to secure future off takes to the new owners .
IMO Huayou + CATL with silent off takes in the background??
Soon find out.
Running Commentary on the SP Movements., page-6047
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