It certainly seems that way .... LGES as the obvious solution matching up the JB's "non-chinese battery maker"
Found this interesting ... who supplied the most GWh of LiB to EV market in 2023
https://autovista24.autovistagroup.com/news/which-manufacturer-supplied-the-largest-volume-ev-batteries-in-2023-podcast/#:~:text=The%20clear%20front%2Drunner%20in,the%20market%20across%20the%20year.
Really only 3 companies to choose from outside of China with any scale.
and the growth from Chinese makers
It certainly seems that way .... LGES as the obvious solution...
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