Bahahahaha... seriously??
Assuming you haven't looked at the future requirements of the burgeoning EV and ESS markets. Even if those techniques are proven to work and be sustainable, it will take a decade after that fact to get to any meaningful level of commercial production.
And the text said 2030.
And even if they did enter the market by 2030, there is still going to be a massive supply deficit to meet the industry requirements. So, no. It doesn't mean NVX will be worthless by then.
Hope that doesn't ruin your plans.
General discussion, page-122
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