Anyone know if Tesla mega packs use much graphite? It’s hard to find much detail. Looks like they use LFP in the latest generation which would need graphite. ESS was a bright spot on the latest Tesla earnings call and can be a big upside if we can supply into it. Would 4680 be compatible or is that just for vehicles? plenty of scope to increase the order when the second MOU goes binding
Media Reports, page-1655
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