More demand is good news. Northvolt have been in the media from late last year, Re delaying planned German plant in favour of building in Nth America. Like others, to take advantage of the IRA. Think they are another potential for this company. With a goal to produce the worlds greenest batteries. I noticed their name listed on the last few months of NVX presentations (indicative only) but none the less they weren’t getting listed until this year, worth keeping an eye on.
CEO is another ex Tesla, and not shy about taking on Chinese dominance of the industry.
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