Hard to say.
NVX has a lot of Tesla and GM in their slide packs.
Guessing that their suppliers of batteries would be the market.
Given that DR Chris Burns states in his videos, the aim is to only work with Tier 1 producers, which their two first are already (Samsung SDI and Sanyo), i am guessing that CATL would be up there as well, they used to own 30% of Novonix prior to the merger back in 2017. Surely there is something in the pipeline.
I do highly believe that they will license out IP as they don't have the means to scale, without massive capital injection and/or loan to meet current demand.
Hard to say. NVX has a lot of Tesla and GM in their slide packs....
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