NVX 4.24% 61.5¢ novonix limited

He's barely ideological. He wants to win, and he knows nobody...

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    He's barely ideological. He wants to win, and he knows nobody can stop the EV revolution.. so he will end up taking credit for it. He certainly isn't going to lose to China (https://x.com/WhatWeFoundOut/status/1800223981179720045 )

    Progress and indicative investment levels (can you imagine him shutting all these huge plants in red states and burdening the OEMs with big debts?)
    https://techcrunch.com/2023/08/16/tracking-the-ev-battery-factory-construction-boom-across-north-america/

    https://hotcopper.com.au/data/attachments/6316/6316098-4d93a089b7bd869415a215691b79db94.jpg


    EV adoption has been shown to follow an S-Curve - look at every country's curve (and refer to Tony Seba). Checkout Norway, Finland, China etc. Canada chart below.

    https://hotcopper.com.au/data/attachments/6316/6316099-d9e3c2d36d430fadc3ef47351f1f3e9c.jpg


    For anyone still reading, I spoke with a KORE rep today and they said they are still on track for commercial production next year in Buckeye.


 
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