"Jonathan Evans, President and CEO of Lithium Americas, stated during a Senate testimony that he expects the output of Thacker Pass to “produce enough domestically sourced lithium chemicals to encourage the development of large-scale cathode, battery and end-user manufacturing in the U.S.” With China responsible for two thirds of the world’s cathode supply, the US producing less than one percent, a rise in domestic cathode production is imperative and Thacker Pass could aid in this change. This is an advantage that hasn’t gone unnoticed by Washington.

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Recently Electrovaya had an increase of energey density in their NMC battery cell.  I attribute that to a cathode that they just came up with.  Page 17 of their Presentation says that the new cathode works in their NMC cell and the new solid state cell.  They have a R&D pilot operation in Michigan.  At least I think they do.  They are very quiet about the huge sums of money going into R&D and details.