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https://m.youtube.com/watch?v=KzX6YFrXGu0JB Straubal keynote...

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    https://m.youtube.com/watch?v=KzX6YFrXGu0
    JB Straubal keynote listen around the 35 minute mark he talks about cathodes and chemical refining in north america and building building kilns. How the the only refiners are petro chemical. Then you have Novonix, phillips 66 and harper working together which my guess is not just anode but the big prize is the cathode the most expensive part. The technology agreement with phillips can really get the cathode division moving faster towards commercialisation. you only have to join the dots to see what Chris Burns and team are trying to achieve.
    watch this JB explains it pretty simply
 
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