Chinese companies are still miles infront. Check out BTR, scaling so much faster. I honestly don’t know how this is addressed in the anode space.
Ford placed a $120m pre order, for a new Chinese anode plant to be built in Africa. This plant with produce 60ktpa and costs $365m. Hard to feel not getting left behind, battery space moves in dog years.
https://www.yicaiglobal.com/news/chinas-btr-to-build-new-anode-plant-in-morocco-expects-usd120-million-pre-order-from-ford
https://batteriesnews.com/btrs-indonesian-facility-becomes-largest-battery-anode-plant-outside-china/
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