RE:RE:Northvolt Will Nemaska's conversion facility be able to supply Ford (they already commited 13,000 tons/year) and Northvolt's demand for Volkswagen and BMW ?
Nemaska are saying that their capacity is 34,000 tons per year. So substraction Ford, they still have 21,000 tons per year available for Northvolt.
It seems almost certain that Fitzgibbon has already setup this deal with Nemaska since the Quebec GVT own a 50% share of this venture.
The only good thing I see for tomorrow's news is that with Nemaska capacity gone, we are the next inline up for grabs.