OTCQX:NTTHF - Post by User
Comment by
tiger6301on May 11, 2020 9:41am
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Post# 31011235
RE:Bloomberg
RE:BloombergI more see the battery manufacturers to invest the lithium mines directly, they are the link of the supply chain. The Auto manufacturers may invest or JV with battery suppliers.
tiger
Papino0 wrote: When investors, chairmans and executives will ask themselves if there projections are possible?
https://www.bloomberg.com/amp/news/articles/2020-05-11/to-avoid-battery-metal-pinch-carmakers-urged-to-invest-in-mines?__twitter_impression=true I still think that the chineses will do everything to cover up the fact that they wont be abble to supply everyone by themselves, but it's just a matter of time before the truth burst . We do not have enough Tier 1 materials for next years demand. Yes there will be plenty of technical grade, but rare will be the consistant Battery Grade producers as even today , the best and more experience producers still struggle to deliver ( ORC , SQM , ALB ) . So the oversupply myth of someone is just a lack genuiness or simply stupidity . We need consistant BG at low price fast and NLC is aiming straight to it!