NVX supplies the anode materials not the chemistry. The three big Koreans are expected to hit US battery production of 451GWh by 2025, thats a ten fold increase on this year!
This company can produce anode for LFP if contracted, previously discussed, is not an issue. Kore will manufacture LFP batteries with NVX anode.
The question on hand is where will all the IRA compliant anode material come from to meet the above demand? That includes materials for Ford, if they do build a battery plant utilising Catl LFP tech.
Media Watch - NVX related, page-12062
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