Heilongjiang is expected to produce 60% of global -100 mesh flake graphite, the grade typically used for battery applications, this year.
So it looks like, price wise, we are lumped in with the Chinese graphite, until we can show that not only is it not of the highest quality but no where near green, and the share price does not take into account the full end to end package
Based upon this, it looks like the mining approval will not tick the price up much, only production will, which is at least 18 months away.
Talga in 2023, page-596
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