Ann: AnteoTech signs MOU with Trinseo, page-56

Should also be noted that if you follow many of the big EV and battery companies the mega giga factories all begin to come online around 2025/26. Many of them in the EU and US are currently at planning / civil works stage or slab stage. Some won’t use silicon but expect a lot will as it’s looking like one of the best near term prospects for density gains and in turn dropping weight.

This ties in with dates given yesterday however if you understand anything about engineering and construction management some very key decisions are going to need to be made very soon (within 6-12months) on what tech, chemistries and processes the battery company will use to allow the ordering times, production designs and construction to be carried out and commissioned.
A global major is not going to spend billions on a factory that can make millions of dollars per day only to shut it for weeks/months soon after opening to rejig the process.

Hence Davids comments around SPEED are highly relevant to the fortunes of many of us. The timing could be perfect if they can prove small scale tonnage and get incorporated into the build plans of a few large companies. Also means the “watch this space” is very relevant, the next 6-12months will reveal what’s coming.

GLTA