I'm extremely worried about all the lithium ion battery factories setting up in the EU, US, JAP, CAN, given China is pivoting to sodium ion cells, very large investments at risk, downstream cannot be the smartest tools in the shed, hey.
POSCO setting up CAM capacity in Canada - POSCO/PLS/PATRIOT, the 3 P's, just saying
Good News & Bad News, page-21421
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