I have following queries, kindly help me to get more information -
(1) Is there any moat for the companies producing battery chemicals (electrolytes / additives)?
(2) If these battery chemicals are commodity chemicals (i.e. any chemical company can manufacture), how company can protect margins and have profitable growth?
(3) This is mainly B2B type business - If OEM has multiple option to buy, why they can not squizz the margins of chemical suppliers?
(4) During 2020-2021 - all companies are “specialty chemical company” but now they are struggling to keep profitable margin. Is this same going to happen for these companies ?
(5) Is it justifiable to pay highler PE multiples having hope /euphoria on battery chemical ?
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