Ann: Altech - Breakthrough Silicon Alumina Coating Development, page-223

Thanks Muad'Din a few reasons I am interested in SiO2 high grade 'beach sand' as raw material supply chain are :
From PV Magazine July 2021 - ‘Polysilicon shortage will continue through 2021’
Supply is mostly from China.
5 days ago from the Washington Post - Chip Shortage Worsens for Automakers

Add to this & it is really important to the likes of Musk & other battery developers - that is consideration of CO2 generated across the entire supply/manufacturing chain along with the push by many miners/refiners to embrace ESG as core to their operations.

ie - 24 Mar 2021 — Vulcan Energy has to trace and measure the emissions across its European lithium-ion battery and electric vehicle (EV) supply chain.

@konameh has covered the Silicon nano-particle supply. And with synthetic graphite via Ferroglobe ATC should have no issues ramping raw material supply.

It is also true that many battery manufacturers are also pursuing vertical integration of supplies chains down to the mine level. I think there is a possibility that ATC along with one or both their partners, would also be considering this - I'll cover when I finish writing up my take on battery tech progress & some of the related critical mineral supply chains.

Appreciate the responses. Sometimes I'll read something which sends me off in a direction that is not so much a dead end, but not necessarily the only possibility to consider.