So CATL are waiting on DFS / tax concession/ met test, before...

So CATL are waiting on DFS / tax concession/ met test, before green switch activated IF mid year is the time frame.?
supposedly then Huayou + CATL have sorted out their differences considering Huayou are aligned with LG CHEM who are direct competitors with CATL.
https://www.benchmarkminerals.com/l...ode-landscape-for-electric-vehicle-batteries/

The partnership will see a 40,000 tpa lithium ion battery precursor plant and a 40,000 tpa cathode plant being constructed within China over the next 18 months. Both are being installed with a capacity expansion to 100,000 tpa each in mind.
"this is a significant amount."
Manono has the size and quality to supply both CATL and LG CHEM even if they are competitors.

8 Horse post 10/03/19Time:22:22:50Post #:37714459 highlights how difficult for non chinese group to be involved except for Glencore.

My only concern is if Chinese Inc keep promising one thing and do another.
Further CR with Patos at 2c and less is not an option and management need plan B .
ALL IMO