Hi Bill, 

Thanks for the video of Jon Evans....very interesting!  I had not seen it either and its interesting given it was just before covid was in the US.

Also...thanks for the correction of $100kwh.  You are right.

I am sensing the OEMs are being more aggressive about lithium upstream investment to keep their cost down.  Just an observation and wondering if that will influence LAC partnering.  

Best wishes,

Kate