Comment by
Mark48 on Apr 22, 2024 3:09pm
three keys area of the EV supply chain: assembly, battery production and cathode active material production.
Comment by
Mark48 on Apr 22, 2024 3:13pm
Ok I hit the trigger too fast. Graphite is in the anode not the cathode, regardless even though a supplier will likely be building the anode side, all of these vehicles will need graphite from somewhere and GEM being in North America with high grade high quality gets my vote!