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Supply Chain

L&F Cuts Tesla Cathode Contract by 99% to Near Zero

Analysts link the move to weaker 4680 cell needs tied to Cybertruck softness.

China Eases Rare Earth Export Curbs but Supply Hurdles Persist as India Mobilizes Domestic Push

Study Warns EV Demand Will Outstrip Lithium Supply by 2030

China Grants Limited Rare Earth Licenses as US-China Talks Resume in London