No, actually I am hoping for something from left field like Kore Power to jointly announce a supply deal prior to BD. Any latent deal with Tesla will be held over to BD IMO. It is true Tesla has signed a long term deal with Glencore for Cobalt and this is now public but everybody knows there is cobalt in their batterys so it doesnt reveal anything new. I dont think we will know who is going to build their anodes or cathodes prior to BD. IMO. Feral
Hyper Change battery deep dive, page-41
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