I am just filling the time waiting by speculating. I can carry mine a step further.

If I was Nissan, I would give 125 of the battery packs to LG Chem and the other 125 battery packs to Electrovaya. I would then have two suppliers. If one developed a problem then it would be easier to shift volume to the second supplier. I think this is a common situation in large volume supply situations. The battery pack support in the field may be more complicated though. If Electovaya is a lower cost supplier, then cost always wins out!

There is so much going on that I have decided to sit on my shares for a while.