Our largest MOU partner by potential volume so far is POSCO.
What has the Korean battery chemical processing giant been up to recently?
Certainly not believing the mainstream press about an EV sales slump.
* Winning a US$1.4B cathode deal:
https://koreajoongangdaily.joins.com/news/2024-09-11/business/industry/Posco-Future-M-clinches-14-billion-deal-to-provide-material-for-EV-batteries/2133087
* Training up workers from their soon to be commissioned Quebec cathode plant
https://www.poscochemical.com/en/pr/view.do?num=832
* You cannot have a cathode without an anode.
https://www.poscochemical.com/en/pr/view.do?num=828
Here's what has gone into the GM-LGES Ultium's latest premium vehicle, the Cadillac Lyric:
Not sure who exactly is supplying the Lyric's anode material, but as seen in their 2023 Sustainability Report,
there is clearly appetite for natural graphite in POSCO's future battery anode plans
Will the Koreans be the first to pull the ripcord first for a BOA with RNU?
