What i liked most was that China has 100% of Graphite capacity most of which is sent to Japan and Korea for processing AND MT has spent a lot of time in Japan and Korea.
No wonder we have orders for $1.4bn already.
The pod cast seems to be very good for getting a good feel of what's happening in Europe.
FYI i listened to the investors webinar again, MT drops a few words about TLG doing business in Aus to be announced in the future soon. My guess is a 200k refinery for Tal Si/C which will be supplied from the Swedish concentrator.
TLG - Media, page-719
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