oh well, nothing but fid will get this moving, and even then i wouldnt be suprised if it didnt. people will be pessamistic about construction and ramp up. will just have to wait until first production to get a good return. happy to do that as i think as slow as its been to date, this is the start of a multi decade play with huge potential providing NCMA batteries dont get pushed out of the market.
need gm to deliver good results with ultium, and prove NCMA is worth the premium for capacity over blade/m3p
Ann: Successful Sulfate Refinery Pilot Plant, page-22
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