GREY:ABGPF - Post by User
Comment by
east4weston Nov 20, 2015 11:15am
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Post# 24309248
RE:Who could Syrahs new off take agreement be with?
RE:Who could Syrahs new off take agreement be with?I would be surprised if it was Tesla due to the country of origin. Tesla needs a supply from an enviromentally and socially responsable supplier and country. Thus I would suspect that Syrus has signed with one of the next Asian mega factories that are being developed.
Tesla may pull supply from this location but would not partner as a primary source. The EV revolution is about a complete package of things and its success is based on all of them coming together.
U.S. technolory
U.S. factory
North American supply
Control over all supply chain inputs and keep them close
Once the EV is mainstream, mass production is achieved then you will see the large part of its production tightly controlled and outsourced to low cost producing countrys. I would suggest that that date is still 10-15 years away.
In the meantime AGC will have a home field advantage.