LG Chem Ltd.

Wisely slow-walking EV rollouts doesn't mean they're not pursuing the latest level of EV technology, charging technology, battery chemistry, et cetera, et cetera, et cetera.

Because like GM's battery partner is LG Chem.

LG Chem doesn't just supply GM, they supply LG.

Chinese manufacturers, Korean manufacturers.

So, you know, LG Chem is going to be at the forefront of evolving battery technology.

So is Tesla being involved in Europe and in China.

So, I do not buy the argument that slowing EV rollout in the United States is going to jeopardize the adoption of modern EV technology in the United States.

A silicon-based anode material, which... is now in production, not at huge volumes yet, but still in reliable production.

Okay.

So, you know, Johnson Controls and SAFT, NCA, LG Chem, more of an NMC play.

And of course, A123 Systems, that's the iron phosphate play.

Okay.

They're kind of, um, the first movers and, and the most well-known brine company by a long stretch.

They've got investment from Equinor, um, the Norwegian oil and gas company, and they've just signed, I believe, a, uh, an offtake agreement with LG Chem for the, I think, seventy-five or seventy percent of their offtake, um, of their production.

So, and I mean, they're trading, uh, close to, um, around about a billion dollars Canadian, I believe.

So, uh, you can see the, the success of doing something, and, and I think they're doing close to ten thousand tons a year as well, um, and trading significantly higher, ten x higher or twenty x higher than what we're at.