@Funda-Struck see my SYR post this evening on this. yes IMO it's Blend not replacement of silicon to graphite.
but you just watch It's Forbes will be ramper's source. Down ramping Shorters that is.
Just been thru the Uprampers on TON using 'selected' quotes and interpretations of some Econimist Article.
Oh didn't the "shills" rack up thumbs for decrying me trying to raise comprehension ability.
oh funda don't worry too much about down rampers, it's Up Ramping, Paid for Waffle Shills that's of concern.
BUT the EV Battery Natural Graphite 1000's of tonnes New Demand 2017/20 is one of the most significant Issues of the current Graphite Sector.
Though there's too much emphasis amongst the neophytes that batteries and bloody Tesla is the ONE and Only Issue.
it's my gero, my opinion Dragon vs Barbarians is right up there on Issues.
This lines out as Superpit vs Boutique 200kts+ vs 50ktsish.
Dragon Offtakes "credibility" vs RoW rest of world ones.
yes didn't tag myself Jaded from Siberia on a whim
