https://insideevs.com/news/446139/tesla-stake-lg-energy-solution/
https://cleantechnica.com/2020/09/28/tesla-inks-lithium-supply-deal-with-piedmont-may-buy-10-stake-in-lg-energy/
Can someone help explaining the competitive edge for NVX against the LG chem, Postco and other big giants?
I really don't see why theses big guns would share the pie (market share of supply side) and let NVX to play in the market so trying to understand what is so unique about NVX?
I have not seen any of 'real' news or deals for NVX but just seeing bunch of highlighted/underlined presentation slides. It's very hard to measure the risk of new entrant and competitors offering better products as they've been spending fortune in R&D
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- Tesla Is Willing To Buy Stake In LG Energy Solution
https://insideevs.com/news/446139/tesla-stake-lg-energy-solution/...
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