Tks Richo48. Really depends on how fast Japan, Sth Korea, USA and Europe are prepared to switch from China graphite to SYR. Then SYR needs to confirm sales to Tesla. These issues should be clearer come the June quarterly. If they then lock in the loans then it’s a big relief for now. Hopefully they then stop burning cash and look at expanding Vidalia. Difficult for others IMO and they will hopefully have a good head start on other ex China supply. We’ll see.
General Discussion, page-1495
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