As I look at the quote from Farley with Ford Motor, I can’t help but think they are referring to CRTG:
“One of the things we're taking advantage of in taking some timing delays is rationalizing the level and timing of our battery capacity to match demand and actually reassessing the vertical integration that we're relying on, and betting on new chemistries and capacities," Farley said during the automaker's fourth-quarter earnings call
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