WR1 General Discussion, page-28084

Between April 2023 and Nov 2023, SK seem to have doubled down on Quebec over Ontario. Could this have had something to do with the deal being put together by WR1 (and other stakeholders) to acquire Renard and develop the Adina Hub? They still need to announce a conversion plant.

https://electricautonomy.ca/ev-supply-chain/batteries/2024-01-04/sk-innovation-battery-separator-plant-canada/

South Korea’s SK ie technology was exploring Ontario for its battery separator plant, but now appears to be pivoting to Quebec, Electric Autonomy finds (Jan 2024)

...

SK ie technology first filed documents about a Canadian battery separator plant in April 2023 with the federal government. The following month, SK said in Ontario lobby documents it was considering three locations for the plant: St. Clair township, the town of Ingersoll or the city of Welland.

But Quebec lobby documents from November show SK is now pursuing funding for a battery separator factory in that province.

...

A representative from SK ie technology provided a statement via email reading, “SK ie technology’s decision to establish a separator factory in North America is currently under internal discussion process. The details have not been concluded yet. SK ie technology will complete the decision regarding entering North America and communicate its final decision within the beginning of this year. The hiring of lobbyist was commissioned by a Canadian local consulting firm to collect information, so it doesn’t mean a confirmation of entry into the Canadian region.”

But, SK already has a presence in Quebec.

In an August joint statement, SK On announced it was a shareholder (along with U.S.-based Ford Motor Co.) in a $1.2-billion cathode plant in Bécancour to be operated by South Korea’s EcoPro BM. The facility is targeting to go online in 2026.