Just read a post by Gtnano & noticed Raja mentioned.
https://stockhouse.com/companies/bullboard?symbol=t.nano&postid=35248854
He is also Amara Raja Batteries.
A very big player in the Indian EV scene.
https://inobat.eu/newsroom/amara-raja-batteries-to-invest-in-europe-based-inobat/
https://www.thehindu.com/news/cities/Hyderabad/telangana-bags-amara-rajas-lithium-ion-battery-gigafactory/article66215173.ece
DB said in the last video ---- "& possibly India".
Other than the usual cathode thoughts, etc., with Rio being in a same consortium, the Nano / BASF for HED's also comes to mind.