BKT 1.67% 6.1¢ black rock mining limited

Ann: Black Rock Signs MOU for Rail Transport from Mahenge, page-12

  1. 1,071 Posts.
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    ..not quite sure how it will impact supply? My understanding (could be wrong) is those projects already have all their immediate production spoken for to individual offtakers? That is the common misunderstanding re: graphite that there are miners imminent who will just have this generic product to supply into the market. It simply doesn't work that way because for the foreseeable future you need bespoke product qualification.
 
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