Hi All
One point of note with the EV market is that the battery cell form-factor is largely dictated/lead by the battery manufacturers, and it doesn't change very often. ie 18650 or 2170.
For this reason I think it is less likely the that a single major end-user NDA would come from this segment of the market. JMHO
My pick is someone like Samsung, who largely use a pouch form-factor which changes regularly, and form device to device. They also have recent history with Polaris ( Link ) so may well already be in the loop (speculative).
Cheers
Muz
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