Oh - so you think these cell manufacturers have signed 4-6 year supply conracts with companies that have no resource?
Time to do some serious research about supply lines!.
Do you not realise that Ecopro - the main supplier to SKI and Samsung has contracts with miners (e.g. Tianqi and Blackstone) and precursor manufacturers (e.g. GEM - the world's largest recycler of battery metals which also has a 6 year contract for 20% of Glencore's total output and is in a consortium to build an HPAL plant in Sulawesi)?
SK Innovation, page-1781
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