RE:Question I'm not an expert, but CEO talked a lot about this in different Youtube video, they are happy about sillicon announced in BatteryDay by Tesla since it will be the way to go for years to come ensuring NOU succes; graphite will have the largest piece of cake in anode, at least 70-80% and that's long run term, so in the near term anode still be almost all graphite. Some physical problem with growth in the battery room for sillicon.
In the begining of 2021, NOU will probably released a news about their updated coating technical process for anode material with ForgeNano explaining what the innovation will be :)