I dont think they are under any obligation to hold supply if third parties are not yet in a position to purchase.
I believe its safe to assume that all production will sell. Rechargeable batteries isn't just EV space.
unfortunately everything is questionable since there is no clear numbers given yet. And im also confused if numbers are taken in USD or AUD. Metric or imperial T.
reports i have read have the company NVX
22 - 23 at negative income
23 - 24 at break even income
24 - 25 booming with the additional 30t
working with lower margins / worse case I get the same kind of picture.
General discussion, page-108
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