Media Watch - NVX related, page-14340

Kore power are still scaling to 12GWh by 2028, will they get there? Tougher ask as they are not a Panasonic or LGES who’ve been there/done that.
PowerCo are building in Ontario, their massive plant to be up and running by 2027. May push back also,

Not fussed if the first module goes to Kore or Panasonic, just that it’s taken up. Kore still will have NVX as exclusive supplier, long term partner and ESS requirement is going up each year.
At least all equipment for 3000tpa is either ordered or set up already for the first module, that’s in front of anyone in the US, shows how difficult scaling is, let’s see if more offtakes are announced. Also LGES JDA is set for mid next year, with the first module in place, I’d say there’ll be announcements on what has been Co developed.
Sentiment may be down across the sector, I don’t know what more can be done, I’m glad they didn’t raise capital at current levels.


Also happy 25% tariff day everyone, back as of 15/6.