Chris also spoke more at length about Samsung SDI & Panasonic, MOU and product qualification. I get the feeling without confirmation, that there will be an order from each, perhaps in similar to the LGES JDA and offtake?
Given the amount of anode they both require for there coming US operations, having even a small percentage of locally produced anode, does make sense for security of supply. Im not aware of any other offtakes Samsung or Panasonic have with competing future US synthetic graphite manufacturers. Epsilon or Anovion.
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