Yes, I'm just unsure when the volumes hit. Evidently they do seem to indicate a battery intake rate consistent with about 250,000 EV batteries a year. Globally about 30 million cars are junked a year, so as EV adoption raises then they could reasonably get 8 fold more batteries even while splitting with other companies. But they have a chokepoint that means they can only use a fraction of the batteries they get already, so more batteries won't help them right now.