SK Innovation because of their fight with LG Chem over IP they are running behind in the U.S.
They will need to catchup in securing the metals needed.
SYA will be definitely being looked at by SK, their Korean competitor LG Energy, and Tsla atm.
I would say more than one is negotiating with SYA for spod and or LiOH.
https://insideevs.com/news/536883/us-sk-innovation-battery-150gwh/
General Discussion Topics, page-24964
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