Check out NVX July-Sept Quarterly Activities Report, Page 3
Then check out:
http://www.businesskorea.co.kr/news/articleView.html?idxno=67529
"LG Energy Solution originally planned to use L&F's NCMA cathode materials for the Model Y and LC Chem's NCMA cathode materials for GM's pickup truck Hammer. However, it changed the plan as LG Chem has successfully developed NCMA cathode materials that have the same nickel content as L&F products.LG Chem reduced the cobalt content of its NCMA cathode materials to around 5 percent. Cobalt boosts battery safety. The company enhanced battery safety by adding aluminum while reducing expensive cobalt."
Although I can't seem to find it, didn't a recent NVX release mentioned a technology development relationship with LG Chem? Anyone?
So interesting this news is breaking at Dahn also comes aboard July 1.
Hmm.
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