Ann: Strong Progress Across Battery Materials Businesses, page-137

Yep it looks that way @r3s0urc3, there's been no shortage of connection with US based cell developers.

As already mentioned in previous posts, we can exclude Piedmont + Livent Corporation from the list as they're predominantly involved in the lithium chemicals rather than cell manufacturing. This leaves 8 potential candidates. It is quite interesting looking at these Lithium Ion Battery makers more closely. Website and respective market capitalization provided where available. Based on the quoted requirement of 60,000tpa of CSPG, I'd be immediately excluding any company below $500M Market cap as their busines wouldn't be large enough to justify that volume. So I'd be focusing on the 6 remaining.


https://www.enersys.com/en/ $2.46B
https://www.romeopower.com/ $61.89M
https://www.clarios.com/ $10.7B (Private company; targeting going public)
http://www.a123systems.com/ $631M
https://microvast.com/ $544M
https://www.lithionbattery.com/ $3.22B
https://www.ultralifecorporation.com/ $81.3M
https://24-m.com/ Private company