A six year agreement for Spod from Sigma in Brazil is LG Energy.
2 new battery makers are moving to Canada.
Britishvolt and Stromvolt which is half Taiwanese and the recent SK Innovation with Ford in the U.S.
The OEM'S LG Chem and Ganfeng seem to be doing spod and DLE with a good % going for Geothermal Li.
It's all happening but in the shorterm China wants to make EV's cheaper which has sent the Chinese Li stocks down.
Which changes sentiment around all Li stocks.
Glasgow will change that IMO.
The new Chinese 5 year plan is all about EV ESS 0 Carbon which will be show cased at the Winter Olympics.
This is a good ref on the customer chain for the top 10 battery makers.
https://spectrum-ieee-org.cdn.amppr...pectrum.ieee.org/the-top-10-ev-battery-makers
VUL megathread, page-3237
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