Yes, Panasonic needs a lot more NAM than the initial deal with Novonix.
About the 4680, I found out a few days ago that Tesla's 4680 probably uses natural graphite instead of synthetic. Someone pointed this out to Jordan from The Limiting Factor. This got my attention because I'm also invested in Talga. Their MD and founder Mark Thompson replied to this.
Media Watch - NVX related, page-14374
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