Hi Charles, all very impressive sounding but of course the big problem is that the silicon dominant anode (if it eventuates) is forecast to be a tiny segment of the market, even by 2040. This forecast market is market 1 in the ADO company presentation. So good luck waiting for that market.
The secondary markets outlined are the traditional synthetic and natural graphite markets blended with silicon, as currently happens today.
Any positives?, page-150
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