ABTC are definitely a good fit for Novonix.
Considering they’re in Arizona where companies like LGES, Lucid motors & Kore Power are based.
The neighbouring state Nevada houses Tesla/Panasonic & Redwood materials. (J B Straubel - Ex Tesla CTO)
Redwood will supply materials to Panasonic but as far as anode goes it’s only the copper foil, So Redwood are also part of the Panasonic eco system but no threat to Novonix.
Panasonic more recently were included as a Battery supplier to Lucid motors.
LGES were also a late addition to supplying Tesla.
Makes me question if Arizona or Nevada is the most likely future location for Novonix’s next phase beyond Tennessee.
A second 75kt factory possibly mid 2027 supporting the West coast including LGES - Tesla/Panasonic - Kore Power & possibly Lucid.
all IMO of course
ABTC are definitely a good fit for Novonix. Considering they’re...
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