no doubt Tesla has know about this for a long time.
Anyway, the Limiting factor analysis of NVX tech will be very revealing and if positive will put upward pressure on the share price. The company will be heading into battery day surfing the wave, no doubt about it.
Regardless of Tesla Novonix will do deals with catchup parties and possible large take over offers from Shell etc who are desperate to stay relevant in the transition.
Hyper Change battery deep dive, page-37
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