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Paul Fosse    October 7, 2020 - 12:19AM

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Excellent Analysis Tinsae! I agree that is the whole reason Tesla has 3 different cathode formulas, so that if they have trouble scaling one, they can shift products to another. The Nickel needed by semis will be easily supplied by the market and most of the other products can use other chemistries if for some reason we can't scale nickle production.

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