PR is a bit light on those details, so hard to gauge.
Have a look at the previous information I've posted on Saint Jean Carbon - Post #:20776370 - it foreshadowed the OTA with Panasonic/Tesla - went as far as saying - The Company's mill is a process that will be situated at (or attached to) the battery plant facility of the electric vehicle manufacturer, in say Nevada.
SJC also mentioned the "special" proprietary patent pending technology it uses to manufacture SPG