QuantumScape Corporation (QS)

[solong]

And in November they said they would build a smaller facility and the press I read said that meant the factory in Turkey was not still under consideration.

I've worked at 2 Fortune 100 companies, one here and one in Europe. When you have an "alliance" with another company, as Ford has with VW, you share info.

And with Ford wanting to use the MEB platform (EVs) from VW, would you want to use their platform and buy a battery pack from someone else? Especially one utilizing Lithium as it's foundation? Or one using Solid State, with greater range, non-volatile, lighter weight, quicker charge times, etc?

And, their plant in Michigan is for a "low-cost lithium-ion batteries by 2026" and its plant in Michigan is using technology licensed from CATL" a Chinese company. Members of Congress complained that the incentives (tax breaks) they were offering were never intended to benefit China. That, IMO, is what caused the 2 month delay in construction.

And when their "alliance" partner shared with them the success of the QS cell technology. I think it's reasonable to assume that Ford likes longer range, quicker charge times, and friendlier suppliers. I guess we'll see.