There will definitely be a market for graphite in the short-mid term, there will also be lots of competition. Question is whether NVX can scale it fast enough to be relevant before breakthroughs in silicon takes stage. Elon's on a 2-3 yrs roadmap for a vertically integrated supply chain building on silicon / nickel. BD has implications on competitors, and various approaches towards adoption of silicon. Other EV and battery makers aren't going to leave it all to Tesla to rip the benefits only. Massive difference e.g. between Tesla making vehicles generally affordable for all at USD 25k vs what we have seen of Lucid at 80k entry in a couple of years.
NVX's 2000tpa in 2021 (iirc) is too slow to commercialise imho, and projected 25ktpa in 2025 is hopeful if they can still stay relevant.
R&D is disruptive ... the next decade on battery tech is an exciting space.
Ann: NOVONIX AND THE BATTERY REVOLUTION - Battery Day Response, page-35
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