Sure. I know about this. My point is more on offtake agreements.
So in LiveMint there is one more article today on same subject. I saw it on twitter but unable to see on the website and therefore unable to link.
Anyway as someone keen to delve further in the space, just pointing out gaps that can emerge.
Look at EV space worldwide. There is significant slowdown apart from China with BMW, Toyota and Others moving towards Hybrids as EV do not sell and Ford,GM and VW posting losses on EV configs.
We are at upcrest of the equity cycle. Any Disappointing news will meet with swift and vicious downgrades in share prices regardless of long term sustainability and growth.
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