That was mentioned back at the commissioning of Big Blue last year when Dr Burns said that.
VWs Power Day stated they plan to use SG.
Novonix flow chat for their NAM uses VW as a example of cutting out close to 40,000kms of logistics with the North America supply model.
Novonix has many NDAs with large AUTO OEMs. VW is the most obvious, besides Tesla IMO. We don't know if there is any other companies doing mass validation of our NAM, if there is, that could lead to other supply agreements that we are not currently privy too, possibly before Samsung SDI and Sanyo.
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