Running discussion on SP, page-52776

CATL know it, Nigel knows it
Nigel knew all along what he was sitting on at Manono back in 2018
Vertical integration was always AVZ ultimate plan



OEMs too busy looking at themselves in their new models EV car mirrors to bid imo
the car Majors have been too busy bragging about themselves to the world jostling to be leaders in the EV Revolution
ignoring the miners plight for financing in getting their Greenfields off the ground to supply this Lithium deficit 2022 2023

260MWhr x13 battery factorys by 2030 according to the ambitions of the Major Car Manufacturers (OEM)

i only see JVs by Chinese chemical converters/Battery companies with miners