Cheers mate, next question would the factory that Panasonic are currently operating, will they be forced to switch to a local SG supplier moving forward to meet the EV tax credits of the IRA?
If so, between both factories, that would be appropriately 30,000TPA of SG by 2025 if they are using a 50:50 chemistry.
Cheers mate, next question would the factory that Panasonic are...
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