South Coast AQMD had flagged an Enevate EV project as a contract of concern, and Onyx records a May equipment auction; the exact liquidation mechanism and asset-transfer terms are still not established in the reviewed public record.
Commercial production is scheduled for roughly October 2026 through March 2027; in April, Asahi Kasei said it was assuming a 1.5-2-year delay to the operating start of its integrated Ontario plant because North American EV growth had slowed.
DOE selected the San Leandro project for a $50 million federal share, but its funding rules say selection is not a final award, while silicon-anode durability remains a core commercialization challenge.