There is still a lot of battery supply chain planning happening in the background & several anode & cathode production centres being announced in past 6 months.
Latest news is; a joint cathode production plant venture between Ford, EcoProBM and SK On, the factory will begin production in 2026 and supply batteries for Ford's future EVs. Ford's announcement comes two months after General Motors announced a chemical battery materials facility in the same town of Bécancour, Québec together with South Korea's Posco Future M. GM-Posco's estimated total investment in the Ultium-CAM plant is over $1 billion.
Ford To Build $900 Million Cathode Manufacturing Plant In Canada (msn.com)
GM Announces $400 Million EV Battery Materials Plant In Canada (insideevs.com)
BKT investors can only guess that plans to increase EV production by 2025/26 still leaves time to build the BKT's graphite mine to supply anode production.
There is still a lot of battery supply chain planning happening...
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