Unfortunately POSCO have already signed off-takes with BKT to meet most of the flake graphite they'll require for their new AAM plant they're building in Korea. BKT are next door in Tanzania. However, BKT haven't starting developing their mine and concentrator plant yet so I live in hope POSCO will need to source some graphite from Balama until BKT get up and running. They're going to build 4 modules eventually over a number of years
I'm not too sure when the AAM plant will be commissioned so don't know when POSCO will start requiring flake graphite. Wouldn't surprise BKT are telling POSCO they'll be up and running when POSCO wants it.
Media Reports, page-3415
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