Two things folks:
NUMBER ONE
Big splashy tweets from about LGES from Jigar Shah/DOE. Digging into report, I personally don't see any real news here. I would suspect Dahn will be the continued disruptor as TSLA and Novonix keep all the goodies under wraps, ie million mile tech
https://twitter.com/SAEIntl/status/1644694174220836866?s=20
https://liftoff.energy.gov/wp-content/uploads/2023/03/20230320-Liftoff-LDES-vPUB-0329-update.pdf
NUMBER TWO
This is one terrific read I found this weekend. The chart below seems very important for the NVX investor to understand.
https://publications.anl.gov/anlpubs/2022/11/178584.pdf
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