I would be looking for some involvement between LGES and Honda.
LGES will be taking spodumene from NAL through the OTA they have with PLL.
There is scope to extend that agreement to take unallocated product from SYAQ, let’s see what happens.
https://hondanews.com/en-US/honda-corporate/releases/release-4e58b4e0fcd795affa5685a66a1c2000-lg-energy-solution-and-honda-formally-establish-battery-production-joint-venture#:~:text=LG%20Energy%20Solution%20(LGES%3B%20KRX,(EV)%20produced%20by%20Honda.
General Discussion Topics, page-137421
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