Great find Tony.
POSCO is not a competitor, but a potential cathode manufacturing customer/partner for Novonix.
Dr Chris Burns stated in that webinar that Novonix is looking at partnering with existing Tier 1 cathode manufacturers to commercialise their Single Crystal Cathode+Dry Particle Microgranulation breakthrough patent.
Novonix brings to the table their Patent, and the Cathode manufacturer their manufacturing plant.
NOVONIX The Replacement Tesla Research Team, page-188
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