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    Did some one post that Chris Burns met with this guy Straubel recently:

    On September 14 Bloomberg Hyperdrive reported:

    A Tesla co-founder aims to build an entire U.S. battery industry. Redwood Materials, led by J.B. Straubel, is planning a massive new factory to move $25 billion of the battery supply chain from Asia to the U.S......At a cost of well over $1 billion, according to Straubel, the addition will enable Redwood to become a major U.S. producer of cathodes.

    A Tesla co-founder aims to build an entire U.S. battery industry. Redwood Materials, led by J.B. Straubel, is planning a massive new factory to move $25 billion of the battery supply chain from Asia to the U.S......At a cost of well over $1 billion, according to Straubel, the addition will enable Redwood to become a major U.S. producer of cathodes

    A cathodes JV ??? or future competition?

    From a posting on LKE from Seeking Alpha.
    https://seekingalpha.com/article/4457084-lithium-miners-news-september-2021
 
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