RE:RE:My 2 centsI think it is better for FC to operate as independent entity so that the company gets the wider selections of buyers.
I understand that Tesla is trying to create their own EV batteries but the process is not that easy, especially for developing and producing high efficient batteries with lower cost (e.g. NCM 811). I think it will that 2-3 years for automakers to manufacture their own. Till then, they will outsource the batteries from CATL, LG Chem, Panasonic, or Samsung SDI.
From my personal perspective, I think the company should focus on not only refining cobalt hydroxide but also recycling used batteries. The company did mention this in 2018 plan but I am not sure if they are actually planning to do so.