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I see morzaria offloading again must have a hot tip on a growth stock???

Tesla are exporting lfp model y to EU. Some customers kicking off but basically happy with the price drop. They also do the job as well. Elon musk has said Nickle and manganese are the biggest worry going forward. When gigs Berlin opens supply pressure will mount. Tesla are battery constrained now that's why they moved to lfp.

Big squeeze on supply. That's why Tesla moving to iron phosphate chemistry for low to middle range cars. But for the good stuff no choice got to have high Nickle to displace use of cobalt. If battery is 88% Nickle very low need for cobalt. That is just Tesla they will be contracting out the making of 4680 cell because they need billions of them.

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What is ticket for Euro manganese please

Cheers algos are king or was that a song???

One thing that puzzles me. Whenever sp rises more than say 2% on the bid massive sales come in. Look at today logic says that the sp should rise in anticipation of news and it has but look at sales 52k at time of writing very puzzling???

Been with III since the Schwab days. Found them to be very good. Do the fill and kill with price tenth of a penny below ask fills every time.

Anyone know where Keith is????

Yep thought I would put it out there. Cinovec has got the massive advantage of finished product. VW will be a partner in battery plant it costs enough to built it without involving the process of making hydroxide. I agree it's the finished product that's the killer.

What if they opt for zinwald

If the gloves come off on the 15th should have a stellar week.

A big bang would be nice

The 25000 ton is tied up with finance numbers not capacity loads of room for expansion it's a question of manpower and finance

If cinovec gets it right shortfall will be far less. In fact shortage will move to Asia?????

I still think we will build to offtake agreements. There is a lot of lithium needed and funding seems to have eased. We could be in for a nice surprise at some point.

Not directly to do with EMH . Tesla has signed a contract with Samsung to make Prossesors using the 5nm scale for their self driving A. I. Less power more processing about a 25% increase . Electric cars are moving away from traditional auto faster than ever. In fact closer to robots than cars???

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Nissan changed battery chemistry because of hot weather degraded battery. The cooling issue was because they chose air cooling instead of water cooling that Tesla use(who would have thought). Your Ignorance is like a lighthouse in a sea of cleverness. Are you a member of Tesla Q??

Munroe was very critical of the very first model 3.The latest production he said was the best in world. Funny how Nissan is best in EV considering they admitted that they used the wrong battery chemistry for the leaf. As for Tesla one word "octovalve".A PCB is a PCB it's the software that counts. Tesla produce their own processors that is optimised for their own AI. Not bought from self drive R U.What gives Tesla the edge is vertically integration and optimisation. They cast the back section of model Y with one casting using a special aluminium alloy developed by themselves this is a 300lb piece that is cast in 8 millisecs instead of 160 parts on normal car. Is that far enough ahead for you.

That was to dumpunter. Sandy Monroe knows more about the horse ****e stuck on your shoes than you about manufacturing. To dismiss the best industrialist the states have and a top flight manufacturing consultant in same sentence says it all.