Ann: Battery Grade Spherical Graphite Produced, page-210

Here's the thing... The battle is on between consumers not suppliers. TON (like SYR) has now announced to the energy storage market that it can supply a product for battery grade spherical graphite. Some say big deal but it IS a big deal as we can supply in bulk to service growing demand of the BIG consumers who will require bulk with consistency of product.

Just like the race to produce is on for graphite producers the race is also on for companies to stake their claim in the EV but now more so in the energy storage market which is projected to grow exponentially.

With TON's product it is no wonder that around 10+ players are talking to them... Who are they? Who wants market share in this emerging disruptive space?

Who's building Li-battery gigafactories???




And who are the players in the energy storage game?

Navigant Research Leaderboard Report: Li-Ion Grid Storage

Assessment of Strategy and Execution for 15 Li-Ion Battery Manufacturers


Bottom line is with Nicanda Hill shaping up to be the mother load of high grade all flake graphite able to supply the world if Gvt policy, infrastructure and logistics permit, it may not be a case of beating competitors to market but rather deciding who best to align ourselves with to maximise productivity and longevity through balance and realistic capability - only promise what u can deliver while maximising forward profitability.

KL - this may be turning into a one horse race.