Undoubtably yes, but it will take time to develop. They can’t just switch it on tomorrow.
novonix for example is only aiming to produce 10,000 Tpa by 2026 and they’re probably the most advanced, let alone when you incorporate forward demand.
Let alone the environmental considerations that come with synthetic which frankly aren’t an issue for China.
Undoubtably yes, but it will take time to develop. They can’t...
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| RNU (ASX) Chart |