Another important point, is the West wants an alternative to supply from China. It is not acceptable or advisable from a risk perspective, for one country to process 82% and rising of the global supply of battery materials.
Novonix have the solution to change that, with improved materials at lower cost, without water and solvents.
The US and Tesla in particular will want this fast imo.
NOVONIX The Replacement Tesla Research Team, page-14
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