RE:RE:RE:RE:RE:RE:RE:RE:RE:New investor in GIGANew Tweet from Simon Moores, the head of Benchmark Mineral Intelligence:
Tesla / LFP / China:
Those worrying about impact on nickel, cobalt demand. Minimal to none. This is a Tesla expansion not replacement.
Expansion also incl NCM 811. This actually increases Tesla’s cobalt intensity on NCM & = more nickel demand
Europe, N America won’t use LFP
https://twitter.com/sdmoores/status/1230454344551669761?s=21