It's speculation dude. But read the CFA between BKT and Urbix and then read the JDA article between SK On and Urbix. The dots do connect. The low hanging funding source would be SK On or through the BlueOval JV.
BKT supplies fines to Urbix. Urbix supplies anode material to SK On. SK On supplies batteries to Ford through their BlueOval JV.
The upstream of this supply chain still needs battery grade/battery tested graphite fines. BKT has this and is qualified.
But again these are just agreements, flow through to BKT is still speculative, no funding confirmed. So no announcement necessary IMO.
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It's speculation dude. But read the CFA between BKT and Urbix...
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