I took this graphic out of the SYR announcement today where they said Posco was to buy their carbon. It's tangentially related but it gives some idea of what some producers expect for ramp-up of graphite anode usage (and why ATC scaled up it's DFS target by 8x). Apologize if it's considered a stretch.
All IMVHO
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I took this graphic out of the SYR announcement today where they...
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