I do not deny that the 60% tariff in the United States benefits NVX because NVX is an American company and local supplier, and this tariff measure puts NVX in a favorable position. However, the crucial question is whether NVX can produce products that meet customer requirements. The competitiveness of the performance and pricing of NVX's products is also essential. Checking an offtake agreement signed with Panasonic, we can see that Panasonic only purchases 2500 tons per year with accompanying product performance conditions.
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