I think some in the US knew they were doing this trip to Japan/Panansonic and speculated that it would result in a large offtake(which I think it eventually will) and took that million-ish ADR position last week. Volume is back down to average 20k-50k.
I would love to see a Development Agreement from them for the cathode process....
Great to watch Jim Farley's interview too and hear Fords instructions to their battery suppliers.
Media Watch - NVX related, page-14436
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