EV makers are paying $200/kWh?
Do you have a link to confirm this?
Simon Moore is right up there with Tony Seba on the knowledge base of Li and other battery metals.
The LME is currently working with his company to create a contract spot price. His firm will act as the info broker...much like Lloyds does.
I Googled for 20 seconds and found this from 8 months ago but, I've heard Musk mention $130-$150 in Quarterly conference calls with analyst many times.
https://cleantechnica.com/2018/06/0...his-year-100-kwh-tesla-battery-packs-in-2020/
IMO
DYOR!!
General Discussion Banter GLN, page-1260
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