R
Jun 1 at 04:23 AM
Tesla reinstating the Syrah deal is about securing non-China graphite at scale. Graphite for anodes is still overwhelmingly China-dominated. Any alternative supply matters for long-run EV supply chain security, and Australia is a natural partner for this. The % is small now but the direction is right.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.