RE:trying to guessneosceptic wrote: During last interview, Waldo mention that he would go and sign agreement "if not for travel restrictions".
I do not think there is travel restriction to Chili (SQM) or US (Livent) from Canada, but there are EU and certainly China.
Previously, he mentioned that he would rather sign partner with expertise, leaving Europe out.
Ganfeng or Tianqi?
Hi neo,
here's to reading between the lines ;-)
My first reaction to "travel restrictions" was: China.
Then I decided he just went for an easy and believable way out.
Please check your message box.
So, which of your suggestions would have your preference?
(market share, diversification, Tesla new battery in China, liquidity).
Have fun.