You guys are on target here imo. There’s Syrah, Nouveau Monde, and Talga (Europe). Besides those, there’s squat in terms of SQ that’s ready to go in 2025.
If you have access to hydro energy, just co-locate an NVX factory and that’s that. ESG/Turnkey. Could be wishful thinking here, but I suspect there may be more factories in discussion. Where the hell the OEMs gonna get North American produced graphite?
c
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