Hi ura
This link better explains why SK have a OT with AUZ, while mainly discussing LG and Samsung, with the expansions that SK are proposing they will be in the mix.
Also describes the current cathode suppliers and where they get their material.
http://www.businesskorea.co.kr/news/articleView.html?idxno=20335
Ann: AUZ secures funds to accelerate cobalt and nickel projects, page-253
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