”Timing of future site expansions dependant on finalised Riverside engineering expected Q1 2024 securing capital and offtakes.”
It’ll be interesting to see if the ph2 site is Ann prior to the DoE loan is committed like Kore Power for example. How the funding puzzle fits together.
The unkown is offtakes, does LGES increase their commitment? Samsung/Panasonic are the main two. But Chris has mentioned a few time there may also be an OEM Vehicle manufacturer themselves (VW PowerCo, Tesla)?
But I also note there are some smaller players who really fit the bill, I like Northvolt as a potential customer. A company that advertises localisation of supply and the worlds greenest battery. Liveris connection there too with Blackrock funding the announcement of their Canadian battery plant.
Perhaps all of the above, want some amount of local supply.
”Timing of future site expansions dependant on finalised...
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