Phillips 66 makes 75% of the worlds premium needle coke. One refinery plant in Louisiana and the other in the UK. It's not if but how fast can NVX scale.
https://amp.theguardian.com/politics/2021/jan/03/uk-carmakers-have-three-years-to-source-local-electric-car-batteries#aoh=16117805202675&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s
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