Agree 100% that Novonix will be in an excellent position to secure the Greenfield grant with their 2nd application.... they were already successful with that ask
Honestly my only real concern at this stage is if Trump gets in and guts the IRA, grant and loan program before they've been awarded to Novonix. Trump is a populist and he has shown himself to be all talk on many issues in the past, but if he follows through (to the detriment of many workers in red states) it may make the scale up much tougher and slower for Novonix and others.
Despite recent polls in swing states I still don't think a Trump victory is the most likely outcome (for a variety of reasons), but it's very possible.
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