How on earth can Novonix hope to ramp up or “hundred thousands of tonnes” on their own?
How much Capex would this require?
Their timeline has a couple of thousand tonnes in 2022!
Can Tesla and CATL, and Europe wait for their projected timeline to 2030?
They are dreaming if they think the battery/auto world can wait for 10 years.
Something has to give.
NOVONIX The Replacement Tesla Research Team, page-7
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