So the way I see it - NVX is in a win-win situation with Puregrahite anodes supply in North America and Tesla.
When Sanyo signs on the dotted line for a supply agreement - NVX anodes will find it's way into Tesla batteries via Panosonic at the Nevada gigafactory.
Tesla looks now to start producing its own batteries at Fairmont factory (Project Roadrunner) albeit on a smaller scale. However, that smaller scale may be just the right start-up size for NVX to supply pure graphite anodes directly to Fairmont -> then into a Tesla battery.
Going to be a great 6 months ahead of us.
Media Watch - NVX related, page-174
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