For everyone's information, I made contact with ATC earlier this month, generally the comments reinforced everything that is known and discussed on HC.
The Europeans have work to catch up to Tesla but are committed, support from SMS and KfW IPEX remains strong, Macquarie are still committed and processing due diligence on the HPA market.
The following links were provided
https://www.cnet.com/roadshow/news/volkswagen-ev-cell-battery-production-billion-euros/
Cheers
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