I still can't understand why some contributers on this forum want to see our neighbor fail. If MNS fail it is bad news for us VRC holders. If MNS succeeds then we will likely succeed.
The EV revolution will use either synthetic or natural graphite (maybe a combination of both). With the battery being one of the most expensive components in an EV, price will determine which one wins out (assuming same quality, consistency of product and reliability of product).
The battery manufacturers will have multiple offtake/supply contracts with different graphite companies to reduce the risk of supply shortage. This gives room for multiple graphite companies to thrive.
Like it or not, VRC and MNS are linked and I believe that both will share a similar fate (hopefully positive).
I have seen all the petty and childish mudslinging from both camps. I find it incredibly immature and nieve. Id love to see the contributors on this thread cease downramping MNS and ignore the childish behavior of a few from the other camp.
VRC looks great fundamentally and has alot of upside potential.
Goodluck to all graphite holders.
The Future for Graphite, page-9
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