86% of Balama production is fines used in LiB's. The two examples you gave use large and jumbo.
It is a waiting game on 4 fronts
1/ Vidalia to get up to speed to meet Tesla's off-take agreement
2/ other companies to build AAM plants so we can supply them with graphite. Some are under construction
3/ China EV growth to outstrip their mine production again and hope they don't lower the natural/synthetic mix again
4/ Vidalia 45kt expansion to be built and in production. A 45kt plant requires ~80kt of concentrate
General Discussion, page-472
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