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The battery inventory is a tale of two extremes under high pressure, with a stable leading position and shuffling at the tail end. | Jianzhi Research
Battery inventory reaches a new high for the year.
China EV Battery Installations in Jul: CATL's Share 47.3%, BYD 22.83%
Express News | BlackRock's Long Position in H-Shares of Ganfeng Lithium Increases to 5.38% on Aug 6 From 4.83% - HKEX
Express News | Citigroup's Long Position in H-Shares of Ganfeng Lithium Increases to 6.59% on Aug 1 From 5.85% - HKEX
Global EV Battery Market Share in H1 2024: CATL 37.8%, BYD 15.8%
Express News | Citigroup's Long Position in H-Shares of Ganfeng Lithium Decreases to 5.85% on July 31 From 7.31% - HKEX
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151453268 witso : Pls was definitely on the radar a while back but the thought of a slow recovery due to renewable uptake uncertainty, governments and market hold ups made it disappear, i do like Renascor resources graphite due to the potential supply side and china cant continue to dilute the price for ever when they kick off maybe a watch.