The 3 major Korean automotive LIB manufacturers supply most of the advanced LIBs for non-Chinese EVs. That's LG Chem, Samsung SDI, and SK Innovations. Of course, Panasonic also supplies automakers. The problem isn't that these firms can't scale up. It is that the major automakers haven't put in the orders and/or formed the joint ventures or whatever financial arrangement in order to scale up aggressively. Part of it is technological... they want to wait for newer chemistry before making huge commitments. And of course, it takes time to scale. Samsung SDI made some noises about 20 GWh by 2020, but if you really read into that, it was more of a plea for orders and putting a number out there that could be funded if someone wanted to do so. The Chinese capacity announcements can be read the same way. There is a lot of change going into the Chinese EV subsidies at several levels at the car, battery cell, and license levels. Even Tesla's number is aspirational and we need to see some concrete numbers which are hopefully forthcoming.