Hey nkat,
you know my 2 cents on Freyr.
Their commitment to automating 24M's Semi Solid Tech to GWh level is impressive to say the least, as this excerpt from Freyr's last letter to his SH shows
(even if they also had to be very patient until now)
Since Volt remains the only known and 24M's preferred graphite supplier, this deal remains only a matter of time for me!
As for the DOD thing... well, the military plays, albeit relatively inconspicuously, but very underestimated role in the US market imo.
However, the contracts with Graphite One and Southstar show that the DOD is a serious opponent for the car manufacturers in the USA and here too, due to the proximity to AETC, there is nothing against a fixed purchase agreement of 20,000 tpa. The fact that Volt managed to organize the manpower, equipment and logistics for that sample should give not only all VRC shareholders, but also all potential customers confidence for the future of this project.
+The DPA's planned investments for 2024 also still has more that enough money to finance our BAM Plant and I think we both know that the americans are willing to put this money where their mouth is…
++ Volt still is the only company that can currently provide 12(!) products to customers on its website.
So what could possibly go wrong? LOL
GLTAH
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