In this video, I do a deep dive into the Novonix Battery Materials opportunity, their product line, and strategic advantages to help their customers de-risk their supply chain. Check out my previous video on Novonix DPMG technology:    • Novonix DPMG - Dry Particle Microgran...  

I also provide a gross margin estimate for Novonix at 2030 and detail into their product line. Novonix product line includes a single crystal cathode, PUREgraphite, and electrolytes which are covered in depth.

This includes Maxwell Dry Battery Electrode (DBE) vs Dry Particle Microgranulation (DPMG). Novonix strategic advantages include localising the supply chain, providing an alternative to China, and providing a more environmentally friendly product.

Novonix is an Australian listed battery materials company, ticker symbol: ASX:NVX. Also available on trading sites as NVNXF.

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Timeline
0:00 Introduction
1:00 Novonix and Tesla
8:30 Gross Margin 2030
9:41 Single Crystal Cathode
12:50 PUREgraphite
13:47 Electrolyte Packages
14:18 Performance vs Dahn
15:20 Strategic Advantages
18:23 Summary

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Intro Music by Dyalla: Homer Said