Still too many unknowns at this stage, the fact Novonix and TAQAT mentioned CLG in their JV announcement back in March, I think we will see something else come of this, not saying anything immediately, these things take time.
I just cannot see how they would produce SG without any of the R&D, validation and networking within the industry. Bold move if they were trying to go it alone. My money is on additional collaboration if there is additional SG being produced. We already know CLG are engaged to be feedstock for our JV. This is good news regardless.
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