Well LKE say they have delivered first shipment to NVX.
https://kalkinemedia.com/au/stocks/lithium/lake-resources-high-purity-lithium-carbonate-sent-to-battery-maker-novonix
I don't get your "NVX -> Transport -> End user..." NVX is the end user. They make the cells, test them. LKE just receive a test report at the end.
2021 and beyond, page-78
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