I think the Chinese graphite will still be around especially for lower cycle life applications like EV cars (whose batteries aren't currently being converted to grid storage). Also, with the growing need for graphite and NVX's supply constraints there will have to be many players in the market to fulfil demand.
The NVX team has said that they will scale to meet demand, I wonder what constraints there are on this and whether they'll be able to convince their customers that they can meet their orders?
This Samsung reorder volume will give us a good indicator on this I believe!
Media Watch - NVX related, page-1410
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