There is a Posco- GM hook up but it seems to be Korean...

There is a Posco- GM hook up but it seems to be Korean manufactured at present.

"In particular, POSCO Chemical has internalized the entire value chain from raw materials to final production by sourcing needle coke*, a raw material, from PMC Tech, a carbon material subsidiary. In addition, manufacturing costs were reduced by utilizing self-developed manufacturing technology, quality control, and smart factory processes.*Needle coke : Artificial graphite raw material made by high-temperature dry distillation of coal tar generated as a by-product during coke manufacturing in the steelmaking process Based on this competitiveness, POSCO Chemical plans to strategically respond to regional supply chain strengthening policies such as an implementation of the U.S. Inflation Reduction Act (IRA) by promoting the anode material business in North America and Europe through partnerships with automakers and battery companies. By actively expanding its global mass production capacity, it plans to increase its anode material production capacity from the current 82,000 tons a year to 170,000 tons in 2025 and 320,000 tons in 2030."

There was some chatter the NVX will "loose or not fight" for a 1st mover advantage. How important will that be? Possibly depends on how efficient, cost effective our process becomes. The market is big enough, certainly. Others may know more??

Calcutta