This news on graphite demand growth and US critical shortages:
https://www.benchmarkminerals.com/b...to-senate-hearing-on-energy-ev-supply-chains/
https://investingnews.com/daily/res...sting/scaling-graphite-anode-supply-critical/
BAT binding offtake and partnering agreement with Urbix puts them in a strong position for supplying into the US market.
See latest preso on status:
https://www.asx.com.au/asxpdf/20190206/pdf/442f3039l4kys0.pdf
From the offtake, note MOU for toll processing which is on page 2:
https://www.asx.com.au/asxpdf/20171219/pdf/43q93ngm3lqstt.pdf
Ann: Battery Minerals Signs Binding Offtake Agreement, page-84
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