Hi NL,One of the next incremental improvements will b the...

Hi NL,

One of the next incremental improvements will b the fading/reducing out the use of ~50% Synthetic G in the Anode and transition to ever increasing % of Natural G, there are enough quality deposits firming up and Epanko will be one of those, this will be another solid step towards inproving ESG credentials, on top of that the blending of Recycled Anode materials back into the production line should also become a reality in coming years, both of those steps will further improve performance/ cost per khw.

Yes, there is a big gap between Lab and all the dozens of already producing and also soon to come online 'Brand New' LIB Factories all tooled for current battery chemistry, even if some of those Lab potentials look good, the sheer cost of retooling alone will mean that they have to be significant cheaper, which will be very hard to proof without setting you supply chains, I don't think they will find enough $$ to make that experiment, simple reason, even current Batteries are more than enough for 'Majority' of drivers around the world.

All IMO