Very interesting slide about 100ktpa silicon coated anode production. I feel a lot more comfortable about long term now they are thinking ahead. I'm really starting to think that Tesla is wanting this for their 4680. Despite it already being in production, they have a lot of innovations planned for the battery over 2023. They use an agile process so the chemistry and production process will improve over time. I have been thinking whether they have planned to increase the natural graphite content to improve the green footprint of the 4680.
To me this signals that Syrah, especially with it being vertically integrated, might be able to keep up with the pace of innovation.
R1
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