The commissioning of Vidalia would be nice. Chance of a few off-takes but I don't believe we'll hear anything from the DOE. I've gone soar on the idea of hearing anything this year. Too early. Ecstatic to be wrong.
The grants office changed a grant for NVX via negotiation I'd assume. The original grant of $150m was for a greenfield project of 30kt AAM. They changed it to $100m for a 20kt plant to be built at their existing Riverside property. Not sure if NVX was struggling to come up with the rest or because the US is desperate for product and it is quicker to build at Riverside or both
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