I wouldn't be surprised if Sanyo starts buying from Novonix. But...

I wouldn't be surprised if Sanyo starts buying from Novonix. But as TLF points out, a relationship with Tesla isn't required for the success of Novonix.

Having Natter on board is a clear indication that the US is serious about developing critical supplies and technology in the new energy world. We are entering a new cold war period, which means everything of importance that was made in China will have to come home. This is also the only way the USA is going to get back to full employment and pay down its colossal debt. Elon and Tesla has shown the world the US still has it when it comes to manufacturing. Nobody beats them on innovation and can do. So, while China may be the center of battery manufacturing now. You can be sure the US is going to dominate the business one way or the other down the track. I think Novonix may be part of that plan.