Colin Rusch

NDA requirements for military batteries. We're looking at having to have entire supply chains in North America to meet some of those requirements

is there any concern that there's new regulations coming out of Europe in terms of compliance around supply not being able to come from China

Rather than acquiring new assets, looking at optimizing your cost of capital on the balance sheet

can you talk a little bit about the different behavior and concerns around regional nuances, tariffs, and security of supply chains between those three buckets of customers

Have you seen any indication that they might start setting pricing in the market?

Can you just give us an update on your current thoughts on the evolution of the EV policy in China

how are you thinking about cross cycle cash management and return on investment if we think about a three to five year time period

Is there another cycle where you guys will have a little bit more leverage around contract negotiations and pricing as folks really start to attack the autonomous vehicle market

as you move from Series 6 to Series 7 with CuRe, can you talk about the key technical elements that you guys are working on right now