Haha... who is doing that???
Who is doing what NVX are doing?
Who, globally, is producing high quality Synthetic graphite with exceptional ESG credentials?
Who outside of China is producing meaningful quantities of Synthetic graphite?
For someone who has 'seen it all', you've kinda missed a few key elements of the puzzle.
Even if the auto makers were making their own batteries, they need the materials - that is what NVX does. But they are not, they are going to the LG and Samsung's of the world - it's called specialisation, companies focus on what they are good at. I mean, Ford and GM and whoever else isn't exactly making their own steel are they????
Ann: NOVONIX to Host Fourth Quarter 2023 Operations Update, page-18
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