Won't be Tesla. JZ has made it a point that it will be korean/japanese tier 1 party in the EV/battery supply chain. LG Chem would be nice, but they did just sign offtakes with PLS, GT1, SQM, Compass Minerals and a second offtake agreement with Westfarmers.
We'll have to see what JZ's definition of tier 1 is though.. after some confusion of people thinking ATL is a tier one, I would expect him to know better. Noting that yes, they might be one of the more dominant companies in their respective market (consumer electronics), but not a tier 1 in quality/lithium volume compared to the EV market by any stretch and according to BMI.
Waiting game continues. 2-3 weeks time will be telling when we can see how much further they've progressed with production quantity now that the issues have been sorted.
Won't be Tesla. JZ has made it a point that it will be...
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