Well, first question will be what will happen to the 100 bill or so of investment into gigafactories announced since and because of the IRA incentives. A lot of those are in republican states including Tennessee. Not sure how much Republican support there will be to unwind
The other, if NVX have the tech to produce the best Anode and the best Cathode (they do) that is both cheaper and better for the environment (tick, tick) they will still sell all they can produce at very solid margins.
Either way NVX stock still way undervalued
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