Yes, my 120GWh was from the Benchmark numbers (13% of 934GWh). Rhomotion will probably end up closer to 100GWh for 2023. Still, my point is that it's a significant base now with the key point being the very rapid growth rate. My view here is that the more demand the better, whether its China or not. I totally agree with your assessment with ex-China graphite supply being totally inadequate and hope also that capital is poured in to address this. Especially since these plants take so long to build out while the demand growth so rapidly. I saw you jumped into NVX likely for this reason
Media Reports, page-3073
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