@on the beach
Having had a more detailed look @ the Morgans presentation, they suggest that production ramps up to 150,000 t in 2030, where the NXV slide pack suggests the increase to 150,000 t will be in place in 2026.
If that is the case, it would make a substantial differences to the outcomes from 2026. It would be interesting to work out why this has occurred.
NOVONIX PRICE ACTION 2021, page-138
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