It’s not too big at all when you consider most (if not all) of the battery gigafactories ex China aren’t up and running yet…
Where will they get all their Graphite requirements from? There is literally only one - Syrah.
Same thing happened to $PLS supplying its Lithium into China before capacity was built - look at it now…
DYOR IMO
Ann: March 2023 Quarterly Activities Presentation, page-133
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