Ann: Presentation - Grid Battery of the Future, page-40

@spid81 I spoke to Iggy on Wednesday.
You will be pleased to know the ceramic tube uses 3N Aluminia. (Not critical so maybe even a little less)
Plenty of it is available locally and it's inexpensive.
The battery plant will definitely have no dependency on Johor or the coating plant.
The technology used to produce the solid ceramic electrolyte tube enabling the free flow of Na+ ions is the key piece of Fraunhofer IP.
They are sizing the plant to cost around AUD120m or very similar to that of the CapEx for the coating plant.
Iggy gave me the strong impression the battery plant may be the first one to get off the ground.
Makes sense as the coating tech will take time to prove up and be accepted by the battery manufacturers (assuming it works well enough etc)
These links are good reads:

https://www.ikts.fraunhofer.de/en/departments/energy_systems/system_integration_technology_transfer/stationary_energy_storage/worlds_first_largest_existing_nanicl2_cells_in_cerenergy-battery_module.html

https://www.ikts.fraunhofer.de/en/departments/energy_systems/system_integration_technology_transfer/stationary_energy_storage/cerenergy.html

Changing my sentiment back to BUY