"The DRC wouldn't be competitive at all. Batteries are big, heavy, awkward and potentially dangerous to transport."
If this were true, there is always the option (i assume) to produce i.e. 70% of the battery in the DRC and ship the rest to China for completion; thereby reducing the cost, battery weight and/or the 'dangerous to transport' component.
Just a thought.
AVZ Price at posting:
86.5¢ Sentiment: Hold Disclosure: Held