Key items from the podcast Some key items from the podcast:
1. Processing material from Tier One companies. Hope to have answers for them next week.
2. In direct contact with battery manufacturers.
3. From a reputable source: Battery manufacturers in China have up to 30% scraps.
4. China should start paying attention to us. Throwing money at us is potentially just around the corner.
5. A lot of interest out of India. It seems like we get more queries out of India than anywhere else. India is going to institute regulations on recycyling.
My note: The broader context of the podcast would seem to indicate not to put too much stock in the China comment. It was more of a throwaway line. The India comments are more interesting.