Novonix can't meet 10% of Teslas demand. Talga wont ever come close to meeting Teslas demand. They need a hell of a lot more than Novonix and Talga and CATL and Panasonic and LG Chem and Samsung.
They need everything they can get.
I do expect NVX will cover a percentage of US demand and I think TLG will cover some of Tesla europe demand.
Ann: Exceptional Graphite Results from First 2021 Drilling, page-81
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