The tide has shifted for now after Battery Day.
Musk did not mention MMB or NVX.
He stated he is getting Lithium from the US mainland (off PLL) and out of clay in Nevada (affecting local Lithium Stocks).
However the new stubby battery will require High Purity Manganese which has put EMN and E25 on fire.
The tide has shifted for now after Battery Day.Musk did not...
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