Where does current and future PLS Li Spod go

For a quick reference of PLS’s offtake partners and their customers built up from public information on their websites and published agreements, below is a quick list of a number of final customers that are/could end up with PLS quality Li Spod in the supply chain.

I think you can agree their is a large number of big Automotive customers that have an interest in PLS Li Spod for their own EV rampups.



PLS -> General Lithium (quoted as China’s 4th biggest Lithium Producer)

PLS -> Ganfeng (quoted as China’s largest Lithium Compounds Producer) -> Panasonic -> Tesla
PLS -> Ganfeng -> LG Chem -> Tesla China Giga Factory
PLS -> Ganfeng -> LG Chem -> GM volt, Renualt, Hyundai Sonata,Volvo, Merc (EQ)
PLS -> Ganfeng -> BMW

PLS -> Great Wall -> JV with BMW for Mini e
PLS -> Great Wall -> EV UTE, EV ORA

PLS -> POSCO -> Samsung SDI -> BMZ Group Europe -> KION Group
PLS -> POSCO -> LG Chem -> GM volt, Renualt, Hyundai Sonata,Volvo, Mercedes (EQ)
PLS -> POSCO -> LG Chem -> Tesla

Welcome for others to add to the list as agreements are known. Currently all 4 offtake partners listed are expanding their Li chemical conversion capabilities, when this kicks in you can imagine the pull from the final customers.

All IMO DYOR