"Their current Korean suppliers of raw materials for battery materials simply won't be able to keep up. With supply. Which is why new supply must be secured"
This is not correct JD. The current Korean and Chinese suppliers of cathode and anode materials are engaged in massive expansion programs.
The EV supply chain is going gangbusters at all levels - and nowhere more than in Korea and China.
Ann: AUZ secures funds to accelerate cobalt and nickel projects, page-246
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