Even stage two for PLS doesn’t bring on a huge amount more in terms of supply.
Think about it like this, PLS is sold out and CATL don’t even have a contract in place for their first battery plant in China, let alone the one they just announced for Germany.
Add in LG Chem, Tesla, Northvolt and the numerous others and we can see Ken from PLS is right, thing is they can’t supply everybody....
AVZ Price at posting:
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