when i started my research early this year, i found a strong European connection, on the quiet with a NVX office there. the focus went to Telsa, battery day, but i sold out before then; a bit too early- panic with the belief no tesla annoucement for NVX bub still think something will come there too; NVX has an indirect influence there via panasonic.. panasonic also has that via Europe via Germany with a Chinese connection... so i think the real connection will be Europe for NVX via that supply chain, and Panasonic.
NVX have always said they are not battery builder but wanting to be a major Tier1 supplier.
good luck to all.
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