Ann: All Bunyu Stage 1 Product Sold, page-82

So I tried to classify this week's Ann with a little distance. General coverage was relatively limited given the size of the agreement. If you look at the numbers that were thrown around here, a rather unusual picture emerges. I had already tried to explain how the current market situation is affecting prices,therefore I found it all the more strange why an already established company in China would increase its imports so significantly (China dominates the market anyway because they already have more than enough of it, right...?) If you put the contract terms in relation to the Chinese imports in In the last few years you can see what I mean...





https://trendeconomy.com/data/h2/China/2504

So 90,000t/pa à 1150$/t via Volt alone would therefore have a higher sales volume than
the entire graphite import of the whole country in 2019.

Even if this doesn't matter at all, since only the ink under the contract counts, the question of "why" is quite interesting, in my opinion…