Don’t see any direct links with TLG and battery day. Mitsui is massive and a JV/funding agreement would comfortably enable TLG to jump to the next level. Mitsu is just not the sexy buzz brand as TSLA.
Key for both TLG and NVX is the metrics of the current supply and potential future supply. Both companies will need to beat a swell of competition pushing for entry and market share. ie TLG needs to grab a portion of the projected 400 ktpa increase by the EU who already import higher cost more polluting anodes.
Think both will do really well, clearly NVX has rocketed and looks more diversified atm.
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