With other than GM NA EV OEM’s sourcing or planning to source their cathode active materials (CAM) from Asia at this time, it’ll be interesting to see how GM’s Ultium battery cell “NA focus supply chain” statement plays out. Posco Chemical will supply the Ultium’s CAM and currently is the only announced NA EV CAM manufacturing facility, requiring an assumed ROM of 5-6000 tpa battery grade cobalt
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