My understanding is that because for shortages of battery materials that the things are going to sell like hot cakes if not now in the next two years.
I get the info form others like Syrah resources produce graphite for anodes and are ramping up fast.
I.e. moving to build the second plant before the firs tis fully operating.
Similarly from LG Chem.
All IMVHO.
Ann: Altech - Launch of CERENERGY 1.0MWh GridPack Design, page-6
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