RE: Finally14 May 2019 10:37
I am extremely eager to hear about the updated PFS , I dont expect it to drop exactly 6 weeks later but we CAN expect it from now on, stating the obvious of course,
VWs plans for Giga factory having vertical integration ,If VW dont get their Lithium from Cinovec where else will they get it ?My opinion is that IF it is EMH they see as their main supplier for their Europe then all well and good but they will want to have other suppliers too but they will have to be of spec, I just wonder who else could match that? in quantity? so many things to ponder on but it makes so much comon sense doesnt it to have Cinovec provide the bulk of European Lithium follwed by those other players in Europe of course, will VW still need to use lithium from outside Europe my guess is probably .
Asia will note this im sure its not loss of business they might see more loss of control IMO ,as china will want all it can get to further its own needs for Lithium but not being able to stifle their competitors in Europe,I hope VW have some decent contracts in China for their cars there but contracts mean what to some ???
"waiting patiently in deepest Eseex lol its like Christmas coming! "