Very exciting Dosh262!
A conversion of the current MOU with Sanyo/Panasonic for Tesla, into a supply agreement would equate to a deal worth over 30,000 tonnes per annum of graphite anode material sales.
Worth over $A250million profit, not sales, profit each year, on a multi year deal for Novonix, which they can build upon with additional supply agreements with Samsung SDI, which is locked in for October deliveries and like JIMMYH mentioned, CATL, another 30,000tpa demand.(These volumes are based on 2019 demand, not the expanded production for 2020, 2021, 2022 for EVs.
For this article to be written and released on Reuters last night, out of the blue, is it getting close to signing?
How Tesla tapped a tiny Canadian lab for battery breakthroughs, page-5
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