Wednesday, December 12, 2018 10:05:17 PM
Same can be said about LQMT.
Until PLA was signed, Eontec can be a supplier to Tesla in US territory.
Once PLA is signed, Eontec can only be a supplier to Tesla in US territory for "grandfather" contract.
This 50,000 lb shipment does contain Model 3 (production since 2017) parts.
For GM China, it will be highly debatable if Eontec can act as a supplier then.
For GM US/Europe, it is exclusive LQMT (with or without Eontec as contract mfr)
East <=> West transaction can be confusing.
Huawei/Honor, Oppo/OnePlus, Xiaomi/Poco selling into US and/or Europe is also debatable.
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