Need that Minviro report for the UK.
Once that is finalised, Novonix, Britshvolt and P66 can bring hard facts to the negotiation table and establish a local supply chain.
Britishvolt expects to establish 30GWh facility and the UK anticipates they will need 90GWh moving forward to remain a player in the region.
There is scope for Novonix to take the lead for supply with P66 partnership. Easily 30-50k TPA to expand into this decade in the UK, then there is the rest of Europe too.
They can capture this market themselves or lease their IP and collect easy $$ on this front with little CAPEX and OPEX.
NVX Nasdaq update, page-34
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