RE:Could this be it?First I think Electrovaya was chosen because the batteries are intended to go into heavy duty construction equipment and mining equipment.
Second this could be a very big deal as Electrovaya will be supplying multiple MULTIPLE OEMs. For example:
Kubota and Sumitomo Construction Machinery Initiate Talks on the Specifics of OEM Supply
https://www.kubota.com/news/2023/20231031.html
This is just one example. Reading the PR it says multiple OEMs.