If we go back to last months Posco Q2 Presentation, they discussed their future anode production plans that covered a mix of both natural + artificial products. What jumped out from the screen was the Purified Spherical Graphite was marked Australia / USA
Reading through articles posted in the Korea Times this week that South Korean Battery Players such as LG, SK Innovation & our MoU partner POSCO are looking to rapidly advance growth plans in the US following the signing of the Inflation Reduction Act that prohibits Chinese players from dominating the US market
The dots are beginning to line up IMO
South Australian Produced Spherical Graphite + Shipped to POSCO (In the USA) converted into Anode Material + Ending up in the US EV Supply Chain
General Discussions, page-13339
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