US just lent $99 million to Mozambique for wind energy project. Doesn’t seem to indicate there is any issue for them to take graphite from Syrah. Hopefully should Trump get in, this won’t change. Couple of weeks and surely the news can’t be all bad. I’m expecting more shipped, at least some indication or confirmation of more offtakes for natural graphite, reduced costs at Balama, update on deliveries of anode material to tesla and further on the balance of capacity?? We’ll see.
General Discussion, page-1666
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