FHC - I doubt there's any exposure to us with regards to their chapter 11 filing. If they were ever a collaborator, I'd expect any MTA's to respect this situation. If anything, this highlights the real lack of government support the EU is giving to its decarbonisation of transport - you can bet your bottom dollar that CATL and BYD are getting all and everything they need from the Chinese govt. They need a bailout of significant proportions, and yesterday.
Who knows, an unrefined low-cost, silicon based-anode solution may come onto the market soon? It possibly could make these regions with higher manufacturing and labour costs somewhat competitive with China. On the eve of the agm, one can only dream (or nightmare). GLTAH
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