- Thu Feb 13, 2025 10:51 am
#6846
CNGR’s potential Hong Kong listing raises some interesting questions about the future of battery component supply chains. Is this a sign of things to come, with more Chinese companies looking beyond mainland exchanges? Could this influx of capital further accelerate battery tech development, pushing Tesla and other EV makers even further? Or will it simply intensify competition, leading to a shakeout in the supplier landscape?
Furthermore, with CNGR aiming for a substantial 400-500 million dollar IPO, how will this impact their relationship with Tesla? Will this embolden them to negotiate more aggressively on pricing and supply contracts? Could we see Tesla investing directly in CNGR to secure its supply chain, mirroring their previous moves with other key suppliers? What kind of ripple effect will this have on other battery material suppliers?
The backdrop of a volatile EV market adds another layer of complexity. CNGR and Posco recently scrapped a nickel refinery project, highlighting the uncertainty in the sector. Does CNGR’s Hong Kong listing suggest a shift in strategy, perhaps towards a more diversified approach? How does this move position them within the wider battery supply ecosystem, particularly against giants like CATL, who are also pursuing a Hong Kong listing?
I predict this move will trigger a wave of similar listings, potentially reshaping the battery industry’s power dynamics. What are your thoughts on the long-term implications for Tesla and the broader EV market?
Furthermore, with CNGR aiming for a substantial 400-500 million dollar IPO, how will this impact their relationship with Tesla? Will this embolden them to negotiate more aggressively on pricing and supply contracts? Could we see Tesla investing directly in CNGR to secure its supply chain, mirroring their previous moves with other key suppliers? What kind of ripple effect will this have on other battery material suppliers?
The backdrop of a volatile EV market adds another layer of complexity. CNGR and Posco recently scrapped a nickel refinery project, highlighting the uncertainty in the sector. Does CNGR’s Hong Kong listing suggest a shift in strategy, perhaps towards a more diversified approach? How does this move position them within the wider battery supply ecosystem, particularly against giants like CATL, who are also pursuing a Hong Kong listing?
I predict this move will trigger a wave of similar listings, potentially reshaping the battery industry’s power dynamics. What are your thoughts on the long-term implications for Tesla and the broader EV market?
- By Anonymous