There are two potential sources of great interst re NVX on Battery Day. CATL claims to have the MMB ready to go, it is my understanding they have been working collaboratively with NVX. If that is the case then there is a probability they will be useing NVX technology. The second potential is via Sanyo who I understand make the batterys for Tesla's American factory. If Tesla announce their MMB it will likely be built by Sanyo who have the MOU with NVX and have been testing their pure graphite anode material. Lastly there is the potential for NVX to be a supplier of Tesla's new terra F, but I consider this unlikely as a third option simply on a time scale. Elon needs the MMB now. Feral
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