Maybe!
Haplo, if you listen carefully from the 21 min mark, Dr Chris Burns makes some interesting comments about Panasonic and Tesla and his close relationship with them, given he used to work there.
He also discusses the North American EV battery supply chains Novonix has broken into in this interview with Tesla youtuber Gali (Hyperchanger)....let alone the rest of the Global Tier 1 battery makers that are working with....
Tesla has potential to be a large battery supplier: Morgan Stanley, page-3
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