The US ITC has just banned SK Innovations from manufacturing at it's new battery plant in the US, which was slated to make the batteries for the ID.4 and Ford EV pickup. The order allows 2 years production for VW and 4 years for Ford, to allow Ford and VW to make other arrangements. But it is unclear if SK Innovations will continue construction of the two battery plants in the US, as a result. The plant making batteries for the ID.4 was scheduled for pilot production this year and full-scale production in 2022. This plant would have produced ID.4 batteries for the TN plant. If that battery plant does not start up, VW will have to get batteries from other suppliers and that may be a problem as most battery plants' production is pretty well committed for the next few years. SK Innovations has the option of selling the battery plants, but this "could" put a hitch in continuing construction and delay production of ID.4 batteries for the TN plant. Plus, the purchaser would probably need to license the technology from LG Chem. I think it's certain that the battery plants will be completed, but probably not on the current expedited schedule. The licensing issue would probably mean that the plants would sell for a discount, which is why SK Innovations may not be willing to continue construction. Either Ford or VW could buy/lease the plants but this could mean delays. The ITC order is based on a finding that SK Innovations used LG Chem technology, so it's also unclear what effect this may have on actual operation of the plants. SK Innovations may be able to license the operation of the plants from LG Chem but this could increase the price SK Innovations was going to charge for the batteries. Or, LG Chem could purchase the plants. In short, there could be delays in production of the ID.4 in the US because of lack of batteries.