"Armchair experts here adamant that our pilot plant product testing “went nowhere” or some crap to that effect. lol.The fact is they (we) do not know."
You know something else we don't know? Whether this shipment will be used for qualification purposes at all; yet again you are happy to make your own assumptions, while shooting down the assumptions of others. Funny that.
At the end of the day, neither you nor anyone else here knows what the latest 20-tonne shipment will be used for, so stick to the facts. For all we know, this is a small one-off shipment to go into batteries for cheap items like scooters and other children's toys. That assumption is no less valid than the popular belief that this shipment is for qualification purposes with a large EV supplier.
If you're going to shoot down comments from others with "we do not know", then you should try sticking to the facts yourself.
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