I would be pleasantly surprised if it were one of those giants,...

I would be pleasantly surprised if it were one of those giants, very doubtful though.

I feel AGY's operation is far too small for them.

If it is a Korean company for AGY, it's more likely Y.N Chemical Co. Ltd.





Unfortunately, I cannot find any info on them at all, not even a website...

I think one of the giveaways is that the Salta Instagram's post states Korean "entrepreneurs". I don't think a giant tier 1 battery manufacturer would be defined as 'entrepreneurs'. More likely a much smaller operation (ie. YNCC).

Last project update stated they're targeting a "tier-1 counterparty in the EV supply chain". I feel in true AGY fashion, their explanation is a bit of an exaggeration, given what we know to date.

Although it points to someone much smaller, it would be a huge tick of validation if one of the mega-corps happened to be interested.

If anyone can find info on Y.N Chemical Co Ltd, please share. All I've found is their registration details that they're a small-medium enterprise and their CEO (but cannot find any info on him).