- Given the recent announcements of OEMs in Europe to slow down the transition towards BEV, what does that mean for Cell demand and demand for Cathode materials?
- Various prospective European cell manufacturers, e.g. PowerCo, ACC, and Northvolt announced to postpone their expansion plans or plans for additional factories. Can you comment on that?
- Who will supply LFP cells then?
- What about the impact of carbon footprint?
- What does this all mean for the establishment of the value chain in EU?
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