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Also a great share. I have only taken a cursory look at Toyota's...

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    Also a great share. I have only taken a cursory look at Toyota's plan because they're so far behind the pack. Anybody know who is supplying anode for their NC giga? I suspect nothing has been announced/secured yet.

    "Toyota is expected to begin producing electric SUVs in the US in 2025 as it aims to capture a piece of the booming market." Geeeeez, it'd demonstrate good business fundamentals to be ramping up with best-in-class critical material in that type of a market.
 
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