Novonix - $300M+ Revenue by 2025, page-18

Guess that depends on what supply and demand factor will play out.

Novonix has the longest life anode materials on market.

Lithium is shooting up in price, why won't other critical minerals that are required do the same when push comes to shove for securing supply.

Novonix offers the US the best and most reliable supply there currently is once they get this first 10,000TPA factory scaled in the next 12 months.

But, agree, they can't be asking top dollar for every tonne sold, there needs to be realistic pricing or it will get pushed to the end consumer and the entire point is to bring down costs of EVs for mass adoption.

Being extremely long life, there might be a major push for Novonix anode in grid storage that is required to last 20 years plus. No shortage of customers coming up.

BBB bill should be passing shortly, if there is no major changes Novonix could be in the hot seat for upwards of USD $200 million in grants. At very worst case $50 million.

That will go a long way to fast tracking additional anode plants and kick starting the Cathode division.