Tesla plant will be in operation next year for first tranche, bet they will make like LG in Michigan a copy/past of Japanese plant in Nevada, so Electrovaya joining this is very highly improbable.

Tesla plan to reach 172 USD/kWh and BYD 211 USD/kWh with standard technology but favorable scale factor.

If Electrovaya already succeed to provide non NMP coating to Leclanché will be great, enter Tier 1 (Panasonic, BYD, ...) doubtful but why not new player in Middle East, India willing to buy electrode and just concentrate on assembling of batteries.

Acquisition of Litarion is excellent news, dangerous to have overhype expectation as Electrovaya next Panasonic, more expect good news right now on the separator side in China.