GEM precursor-contract customer; the disclosed portfolio mixes low-cobalt and cobalt-free products.
Sources support the description and the individual connections below. Publication and checking dates refer to the evidence, not a guarantee of current operations.
Reported means the cited source describes the relationship at its evidence date. Historical relationships refer to an earlier period. Announced agreements may not have been implemented. None of these labels confirms that trade continues today.
A development and supply agreement envisaged 455,000–540,000 tonnes of precursors in 2023–2027. Its portfolio explicitly included low-cobalt and cobalt-free products; total contract volume is not cobalt-bearing volume.
From 2023 to 2027, Party B will supply 455-540,000 tons of ternary precursor products to Party A.