If I could speculate and say that NVX will likely supply long...

If I could speculate and say that NVX will likely supply long cycle life anode for Tesla's Semi and Powerwall.

This makes total sense for the cost basis, NVX's supply ramp up timing to when semi will become available, and the utility of the NVX's anode product; additionally when you think about Jeff Dahn's involvement in Tesla now NVX, things start to align quite nicely - eg: "hey Jeff, go join NVX and tell them what we need for the semi"

Over time Tesla could possibly use NVX as a synthetic/natural blend for consumer vehicles, but considering there will be anode supply constrains, I'd say it's likely that NVX's utility for long cycle life ie Semi and Powerwall would take a short-medium term preference.