@strangelogicthe amount of purification that would still be required to get it to battery grade is waaay too expensive to get through qualification processes (they are no where near this point anyway and likely haven’t even considered this in detail)
why they are targeting steel manufacturers like Posco who can likely use the graphite quality produced as is with no expense purification process needed
Bluescope appearing to shun HZR is a red flag for me
Before I heavily invest here I would like to see the Posco deal maturing with appropriate transparency on milestones to be achieved
I don’t see the FortisBC deal maturing to a FID unfortunately
More interested in the Japanese side of things
Saying that Ive been left with an empty sack before with companies throwing out a blindside high impact announcement
(20min delay)