To be clear, you are referring to graphite and not active anode material?
Also, any company wanting to commercialise this for EVs will have a very very long qualification process to go through.
All of which would need to be completed prior to TLG signing long term offtake agreements (i.e. within the next 6 to 12 months).
No risk to TLG long term, let alone short to medium.
TLG - Media, page-4618
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