https://corporate.cyrilamarchandblo...on-bilateral-trade-by-2030-other-investments/
Just thinking about the ship stopping off in Korea, the LG PLL offtake, LG and Posco relationship, diversifying from Li refining in China, tariffs and more.
It is plausible for SYA spod to end up in batteries made in India, Japan, Canada in the future with initial refining taking place in Korea.
https://corporate.cyrilamarchandblogs.com/2024/05/india-korea-bui...
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