My take away. LG have dipped a toe in the water with their current agreement when/if successful (which seems to be expected) the outcome of the joint work for development of a specific anode material for their use will lead to a major contract of significant size. i.e. they need 200,000 tonnes per year, a BIG chunk is likely to come from Novonix.
Ann: NOVONIX Business Update, page-11
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