Ofcourse I could be wrong, but this points to a LG Energy Tesla SYA PLL deal for Nth America.
LG Energy would have been super annoyed that their quality spod supply was cut short by PLS at a critical time for them, as at the time of the acquisition LG Chem was splitting its EV battery business into a new company LG Energy.
They would not have been in a position to do any direct offtake deals.
They would also be fully aware of what took place re acquisition via GXY and GANFENG.
I don't think LG Energy will touch anything to do with Ken B.IMO
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Ofcourse I could be wrong, but this points to a LG Energy Tesla...
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