Syr have done an assessment on potential Spherical U.S plant which was around $80m
Personally I think it's more likely to cost $100m+, money which is not yet set aside.
Syrah are looking at the Spherical value adding route.
The easiest supply route of such for Triton as it has a considerable offtake agreement and value adding JV already, would imo be to sell raw concentrate to anode/battery material producers already established/aligned within the expanding battery supply chain.
TLG has a huge lack of bulk tonnage requirements for graphene.
Ann: Partially Underwritten Non-Renounceable Entitlement Offer, page-267
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