Its taken a while but what I have discovered, reading various sites on northvolt is: They DO need Graphite!
It will be locally sourced in Sweden. To me that means Talga Graphite. They cant say Talga. Its a secret. But there is nobody else.
There battery is complex
They have signed a supply agreement for lithium with a Canadian Co.
They are trying to finalise an agreement with an Asian supplier for: Cobalt, Manganese, & Nickel.
BMW and VW have invested millions into Nothvolt. They may come to regret that decision. Another Tesla flop. They are only in agreements with 2 car manufacturers. But take all the graphite you need. Northvolt want a temp of 30c for optimal charging. Talga are happy at 0c !!
Solid state batteries are the future for EV's. Vehicle manufacturers have been crying out for years for them.
Who is best placed? Talga!!
Even Northvolt admitted this but said they would leave this to a better placed party. Being first means little if you are not the best. There battery is still in the test phase. They are playing a dangerous game imho.
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