Besides needing to switch the electrode manufacturing process to the environmentally friendly process to reduce costs, They need lithium. They need lithium. Lithium supply was 1 year out about 4 months ago. You can not make money buying lithium on the spot market. That is one of the reasons for the low/no production. Customers are waiting, some of them maybe..
Like I said earlier, I need to take a long hike and revisit this when I get back.