SMM Vietnam facility (Sumitomo Osaka Cement Co., Ltd.) Nano One and SMM is a fantastic partnership. This might likely be Nano’s meal ticket.
However, it is worth noting that nobody believes it is economical to dismantle an existing/operating facility to retrofit active production lines with One Pot equipment.
Yes, it is true that SMM Vietnam facility (Sumitomo Osaka Cement Co., Ltd.) is very comparable to the setup at Candiac. But it would make no sense to take existing throughput offline to convert the plant to a One Pot configuration. The reality is that an expansion of that facility would make more sense economically than a disruption to production.
SMM has grand plans for LFP production expansion in the near- and mid-term. Perhaps/likely even at SOC Vietnam. But a conversion of the existing facility is simply not likely practical.