Another excellent you-tube from Galli highlights the many challenges in the industry. In the discussion with Vivas Kumar(former leader of Tesla battery materials procurement and now analyst at Benchmark Minerals) I particularly note that Vivas highlights the difficulties in manufacturing consistently high quality materials for the battery industry.
This is a must see for anyone interested or invested in Novonix and batteries. Unfortunately they don't go into graphite but I view the Novonix business more favorably after watching it.
Hyper Change battery deep dive
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