Ann: Orocobre Limited - Investor Presentation November 2018, page-8

Is implying that the industry average is only running at 70% capacity? It seems from their analysis (graphs showing forecasted vs actual supply) that everyone is having trouble meeting the market demand. I guess that explains the higher contract prices.

I saw this posted in another forum but it seems Volkswagen has seen Tesla's successful partnership with Panasonic and wants to build their own Gigafactory. They are also talking about converting 2 factories over to EV production.

https://electrek.co/2018/10/25/vw-battery-cell-gigafactory/