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Message: Partnering/Pricing trends in Lithium

Hello LAC friends,

I am noticing a trend thru my twitter feed(I only follow Lithium topics).  I have seen a few Benchmark analysts and others saying that the only way for car companies to control battery price is thru controlling the battery chain.

The holy grail of $100kwh is going to be tough with lithium price instability and lack of transparency.   I had always assumed LAC would remain an independent Li company.

As we wait for DFS ...wondering what this means for partners.  Would they be bought out or merge or remain independent??

Thoughts????

 

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