Post by
Carson1983 on Jul 15, 2022 9:34am
PCAM space getting a little crowded
I don't know what the EV demand will really be in a few years or how much PCAM product we required but it looks like this space is getting a little crowded. With Umicore's announcement the other day that makes 4 PCAM plants in Canada that I am aware of. (BASF, Posco/GM, Umicore and Electra) At one time I believed ELBM had a nice little moat around it but now I am not so sure. Hoping our little startup can succeed with these giants. I am bullish, just a little nervous.
Comment by
Starkicker on Jul 15, 2022 2:52pm
Keep in mind that the most marketshare FCC/ELBM ever said it could service was 5%. Lots of room for other players. This was never going to be a monopoly.