https://youtu.be/O_OJ54x9az4?si=ioONgW-19VYXMDDo
CATL will need local supplies for ESS in the US and EU. Can’t be Chinese sourced. If they sign we will go straight past the moon and on to mars!
That extra 10000t will be snapped up quickly by someone
Ann: NOVONIX Achieves Key Anode Material Production Milestones, page-121
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