Is silicon much of a threat? Talk has been natural and synthetic 45 percent or so each with silicon around 5 percent. Watching LMFP it seems promising as it’s cost effective and should scale up fast
The website below looks good not sure how advanced they are in product development. Novonix haven’t said much on silicon but would have something in the works for next decade. Always keep an eye on the competition
https://www.store-dot.com/management
Media Watch - NVX related, page-10647
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