They're moving from NCM 811 to NCMA battery which is 90% nickel and only like 1% Mn, with plans to produce 150,000 EVs per annum. it wouldn't be a big deal but ultimately these smaller deals all add up and would be good to build some hype from a household name... will the big boys let these small deals happen or will they force us into exclusivity?
VW and Tesla are the ones who will have huge requirements for Manganese, these are the deals I want to see.
They're moving from NCM 811 to NCMA battery which is 90%...
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