EV_RE100 ๐ฆ๐บ ๐โโก
@ev_re100
Electric vehicles and battery๐metals ๐ญ๐ฒ๐ช๐บ๐จ๐ฆ๐บ๐ธ๐จ๐ณ๐ฆ๐ท๐จ๐ฑ๐ฌ๐ญ
Not advice, DYOR
ID: 1069004684453507072
01-12-2018 23:05:52
3,3K Tweet
379 Followers
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Energy Transition Investor That's correct. Many were buying e-buses and trucks as government heavily subsidised them. Some went as far as cheating the subsidies and were eventually caught. Very likely CCP will release some subsidies to drive demand in e-buses and e-trucks in near future.
Like 2020 royalty relief for $PLS and $MIN in Western Australia are we seeing timely signs of bottom support for North American #lithium players $ALB $LTM $LTHM $PLL $SYA $LAC Underwritten floor price avoids capacity shutdowns = avoids 12+ month restart delay Rock Stock Channel
Dwayne Sparkes Daniel Jimenez Sch Pretty sure CATL could have sustained another 12 months or more, of lepidolite losses on the back of their insane growth and sales. Their decision to close Jiangxi lapidolite operations stems more likely from understanding that this could hurt them and the entire clean energy
SCOOP: Senators Hickenlooper, Tillis to unveil bipartisan bills today to boost U.S. action on critical minerals, the latest legislative effort to counter Chinaโs dominance over battery supply chains. W/James Bikales subscriber.politicopro.com/article/2024/0โฆ