Also, Tesla is planning to start ramping Nevada production pretty soon. Tesla has recently stated that they are going to miss out on a significant amount of IRA subsidies for their vehicles next year which aren't going to qualify. I've asked the question of the forum a few times, but I'll humbly ask again in case somebody has some clever or new ideas - how will Tesla secure the IRA subsidies through to the end of the decade, as they've said they intend to, without working with Novonix?
https://cleantechnica.com/2023/06/04/tesla-to-reap-1-8-billion-from-ira-incentives-all-model-3-cars-eligible-for-full-tax-credit/
Anybody want to add useful info about Novonix' relationship with Panasonic also? @Burty85?
Offtake and earnings, page-70
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