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Ann: NVX Provides Update on Synthetic Anode Materials Production, page-63

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    Originally Riverside was to support 8,000TPA and Corporate Place 2000TPA.

    Maybe with the Gen 3s they can squeeze more capacity?

    I am honestly waiting for the Phase 2 build out.

    Dr Burns has stated many times, large customers don't want 5000TPA or even 10,000TPA. They want real scalability. Hence the next facility being able to accommodate upwards of 75,000TPA.

    Keeping Riverside for Kore and maybe a handful of other smaller domestic players will work well with the scale up.

    This is one of the older slides, back when 2025 was 25,000TPA and 2030 was 100,000TPA target.


    https://hotcopper.com.au/data/attachments/4924/4924914-67a188d2904e049b7e40414863a4f48f.jpg

 
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