Ann: Altech - Breakthrough Silicon Alumina Coating Development, page-225

Hi Propunter,
It's great to see some new posters on here such as yourself and Spid etc and the quality content you guys are contributing.
I was just trying to emphasise the point that they will most likely use their partner's graphite, silicon, and composites products rather than source alternatives. SGL and Ferroglobe are already integrated into the LIB material supply chain and Iggy no doubt wants to leverage off them.
I'm sure SGL and Ferroglobe would be on top of their ESG responsibilities and the push toward the 'greening' of the supply chain.
Just as importantly the Europeans are pushing for local supply and if not local then preferably not from China.