Bottsy, That would be the safe bet seeing the Trineso deal is underway- AnteoX
As far as the silicon anode is concerned automotive companies appear to be dealing direct and jointly constructing this design aspect of the battery, Mercedes and Sila would be an example of that. Its certainly on the cards for ADO
Although the name association of an EV manufacturer would set the SP alight in the short term, being part of the formula for a binder could be as, if not more incredible.
I couldn’t find much info from Trinseo about Volumes of Voltabond, but take a look competitors BASF’s Licity binder planned production capacity numbers, 100,000 metric tons per year (100,000,000 litres)
https://www.basf.com/au/en/media/news-releases/asia-pacific/2023/05/basf-to-invest-in-anode-binder-production-assets-for-the-lithium.html
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