Good article. Interesting that battery cell production and assembly is estimated to be worth $287b over the given period, and Australia's current share is zero.
Nice to see Magnis' Townsville 15GwH gigafactory get a mention. Also, "Australian Government Minister for Resources and Northern Australia Matthew Canavan said “it was time” to seize this unique opportunity".(1)
I think Townsville gigafactory will become a major focus in Labours (and then Liberals) campaign leading up to the May Federal election - perfect timing considering the FS is due for completion in early 2019... we should get some nice gov financial commitments (time to crack open the NAIF)