Agree Ura. Didn't know these companies mined the raw materials. Given they all customise products for their customers, if any are in the supply chain for SK' Hungary plant then it's likely our No and Co will end up there to make the cathodes.
Until someone shows mean these guys will be supplying Hungary with Ni and Co other than our I consider it more unsubstantiated fearmongering
Cathode materials competition, page-4
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