The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
https://www.theregister.com/2022/06/14/silicon_anode_ev_battery/
ABBs portfolio will include AFC if the AEM cell is a success. I wouldn’t say thats a done deal yet so we can’t for certain say that Shell will be provided with our kit as part of this deal.
With ABB driving our priorities with AEM it seems likely if delivery is successful, but I’m not counting my chickens quite yet.
It may be they were waiting for the redesign work thats resulted in the tower? Your guess is as good as mine but if AB is liking EV related posts it’s either because he sees and opportunity with it, or he’s just sucking up to them to maintain a relationship!