"You just stated I'm incorrect? But you indirectly just agreeed...

"You just stated I'm incorrect? But you indirectly just agreeed with what I said?"

I have no idea how you made that interpretation! I was saying the opposite - that their plans are showing a focused intent to 'keep up'. Sconi is not the only potential supply of the required materials. There are others and they all have to compete with each other.

I am not saying that Sconi won't be successful - but it is wrong to assert Sconi's success on the basis that "current Korean suppliers of raw materials for battery materials simply won't be able to keep up". That is yet to be seen!