at these margins there won't be many new entrants into the market except china. Novonix would struggle without the US governments help. which i believe all but guarantees a supply shortage add in IRA and some chinese tariffs and margins increase.
Teir 1 location. Scalable tech can set up anywhere cost competitive. Oil price and energy rising. demand for EV and energy storage is only going intensify with inflation costs being sticky.
This is what i am thinking
Ann: NOVONIX Achieves Key Anode Material Production Milestones, page-72
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