Tesla is short lithium
The market is in deficit, SC6 is now above $2,000, and the ramp up in demand is only just getting started
Why would they walk from one of the only potential US producers? Especially as China is quickly tying up all independent supply.
And if they did….. who cares, the market is short?
Specail Meeting called by Gaston Country Board of Commissioners, page-166
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