Production in time with customers seems to be a real challenge. Tesla delayed delivery from Syrah to 2025 and they are already trying to ramp, share price got smashed. Debts without sufficient revenue can be lethal. Novonix will still be standing and once that demand wave does come you will know it. Burns mentioned the future 1m tons of AAM demand this decade and a final target of 150k. That would sure be a lot of production credits. US is just taking it’s time to get the supply chain built, too optimistic before.
Production in time with customers seems to be a real challenge....
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