Unknown Analyst's questions to Aspen Aerogels Inc (ASPN) leadership • Q4 2024
Question
An analyst from B. Riley Securities asked about the content per vehicle for the new Volvo commercial truck program and whether more near-term OEM wins are expected given potential policy changes.
Answer
CFO Ricardo Rodriguez noted the Volvo CPV is comparable to other commercial programs, with a meaningful opportunity on large batteries. He explained that while there is regulatory uncertainty, OEMs are generally staying the course, and any slowdown in sourcing decisions is more likely tied to broader CapEx constraints than policy hesitation.