I think you and others may have mistaken. From my understanding, 20ktpa of graphite concentrate does not equal to 20,000t of anode.Just like it requires 7.5-8t of 6% spodumene concentrate to make 1 ton of LCE. I am still trying to figure out the actual conversion number.
As for 15ktpa production, it is the most up to date one. From my memory, the most recent expansion was 5000t, and they had 10000t.
Unfortunately we did not meet any anode producers that are mentioned here, since they and I( was just an intepreter myself) represented a lithium company, so there's no need to meet anode at that point. But I wouldn't be surprised for the guys to meet them in the future, and will definitely meet the ones that are at the top of the pyramid easily.
It would've only take people few minutes to find out who the 3 Chinese companies are, but I guess they're too many freeloaders here. Either way, doing research myself certainly benefits my own knowledge and investments, so won't hurt sharing it to other people.
Are there any graphite research report that people might be able to guide me to? I've read the one by Cannacord and I am looking for more. So if you have, please let me know.
Will be posting the last one tonight.
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