I don’t know Burty, Dr Chris Burns keeps mentioned the Tesla Terafactory and it was includes for the first time in their latest AGM presentation...surely a direct supply agreement with Tesla will quickly follow a supply agreement with Panasonic/Tesla.
Elon will want to use the best quality and cheapest graphite anode material in his Tesla motor vehicles and ESS Grid Storage powerwalls...
Novonix is already confirmed it has the best quality graphite anode in the world, and already cheaper than the Japanese synthetic. When they apply the DPMG manufacturing process the cost should fall below $US3k per tonne from the current $US5k.
I don’t know Burty, Dr Chris Burns keeps mentioned the Tesla...
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