Makes me think of this article from back in July:
https://chargedevs.com/newswire/lg-chem-to-invest-5-3-billion-in-battery-materials-by-2025-aims-to-rule-anode-market/
'LG Chem will cooperate in various ways with companies possessing mining, smelting and refining technologies, in order to further secure its sources of metals. A joint venture is being prepared with an unnamed mining company for the stable supply of raw materials for anodes.'
Maybe LG comes into play with RNU
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