ASX:NVXElectronic
Does NOVONIX (ASX:NVX) Panasonic Delay Clarify or Complicate Its North American Graphite Ambitions?
NOVONIX Limited recently updated its timeline for mass production of battery-grade synthetic graphite anode material for Panasonic Energy, now expecting production to begin in the second half of 2027 while still planning to start industrial-grade graphite mass production for other customers in 2026.
This timing shift highlights how stringent qualification protocols and customer-specific requirements can shape the build-out of a North American synthetic graphite supply chain.
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