Ann: Binding Lithium Offtake Term Sheet Signed with LG, page-84

good to note, that punters would need to scratch around for what LG is up to around the neighbourhood.

where will they source their cobalt? Compare to Freyr who love to etch fhe boundary of EU on retinas and regurgitate phraseology like sustainablly and ethically sourced cobalt, because they know EU is hapless regards scale of production and cost.
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so taking a look at the black mama source that VUL depends indirectly on for a manufacturer to make a battery work. Congo, logic dictates that EU boundary marking is a lie. Samsung VW BMW are all working on sustainable cobalt supply. These are real issues for ESG reasons especially.
an Offtake with LG only works if their cobalt supply also works. So the world is more interdependent than insular than marketeers make it out to be. Another example, Canadian punters on tin regularly omit DRC and Congo and yet without expansion from Bisie the electronics including EV story is in trouble.

the insular hype here is just too much ignorance of the supply chain reality. Ok for instos to play those games but retail have more freedom to think