RE:RE:RE:RE:Northvolt CEO quits after bankruptcy filingAccording to Mr Nazarpour & Co, the problem would have been in the form of great demand for CSPG anode component material not being able to be met by existing either synthetic SCPG anode component material or natural flake graphite anode component material manufacturers.
Mr. Nazarpour clearly stated that the potential financiers/partners and customers whom NanoXplore representatives have been speaking with were telling NanoXplore to expand, even before it was built, the nameplate annual production capacity of any proposed as built and commissioned SCPG anode component material manufacturing facility.
That particular statement on the part of Mr. Soroush Nazarpour & Co was either an intentionally disseminated and wholly disingenous mistruth or a particular would be financier/partner and anode materials offtake purchase awarding customer and it's OEM customer would be prepared to support NanoXplore in it's for now merely proposed buildout and commisioning of a perhaps initial 10,000 tpa production capacity anode component materials manufacturing facility.
You stated "My bet is that the VW giga factory in Southern Ontario that isplanned to open in 2027 will in fact be delayed (even if VW stated it was still on track in August), if opened at all. Its suppliers have yet to bee identified and a likely one of them - Umicore- already announced delays in building their cathode material factory in Kingston, Ont."
The St. Thomas Ontario, Cananda doesn't seem to be delayed, especially given that PowerCo only today awarded Novonix an offtake purchase agreement for a minimum of 32,000tpa of Novonix "synthetic" graphite anode component material. So, there is just one of the CSPG anode suppliers you suggested had not previously been identified by and on behalf of Volkswagen's PowerCo enterprise.
I am aware of Belgium's Umicore, as just one of PowerCo's cathode suppliers, having experienced delays in the buildout and commissioning of it's cathode manufacturing facility located in Kingston Ontario Canada.
Are you aware that Volkswagen's PowerCo may also employ "a specified blend" of both synthetic SCPG anode material and natural flake SCPG anode component materials within PowerCo manufactured battery cells?
Presuming that the ratio of synthetic anode to natural flake graphite anode materials required by Volkswagen's PowerCo would have the natural flake SCPG anode material to be sourced within Quebec, Canada, is it possible that Volkswagen is about to announce an offtake purchase agreement for natural flake CSPG anode materials from a certain Quebec, Canada based and would be 42,000 tpa capacity manufacturer of anode component material, perhaps Nouveau Monde Graphite?
I agree with you that "adding the choatic environment expected out of the upcoming US administration in January and its trade position so far announced, would have most CFO's revisiting their company's investment strategy.
On that note, I would suggest NanoXplore CFO, Pedro Azevedo, Mr. Nazarpour & Co may want to indefinitely shelve anything in any way at all to do with necessarily monetizing the company technological IP by way of the merely long proposed and never genuinely pursued "downstream" battery materials and battery cells business commercialization endeavors.
After all, NanoXplore is simply too far behind now, this given that companies like Amprius have already eaten what would have been NanoXplore's breakfast, lucnh and dinner, in said regard.
What's more, should NanoXplore's brain trust, Mr. Soroush Nazarpour, actually believe that NanoXplore is the only game in town when it comes to graphene enhanced battery component materials and graphene enhanced battery cells and/or power cells, especially within North America and as relates to the U.S. market in particular, I would suggest that brain trust think about that again.
Note: Solidion Technology Inc's relatively very large, advanced and diverse patent portfolio, very valuable assets which Solidion Technology Inc representatives are most specifically superiorly advantaged and empowered by, has now served in placing Solidion Technology Inc's entire patent portfolio within the sights of some behemoth type companies.
I suggest NanoXplore find a behemoth type company to seek safe horbor within for the foreseeable future.
After all, what's been intentionally fashioned and is definitely coming is intended to wipe out certain companies perhaps merely pretending to be technology companies talking the talk and not actually walking the walk, so to speak; of that I am certain.