do you think it is reasonable speculation? As per slide, 3 North American OEMs are engaged. What are they? Tesla, ford, GM? I don’t think new companies rivian, lucid need so much feeds because relative low quantities.
cybertruck and semi need high energy density NCM battery and LIOH only. That’s why Tesla built its own hydroxide plant next to Texas plant where cybertruck and semi are coming from. I haven’t found out the capacity of the plant yet and seems SC6 supply only comes from Piedmont only.
FA & General Banter, page-17896
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