Ann: Black Rock Signs MOU for Rail Transport from Mahenge, page-11

DB you are correct in it's not accurate to say there's no other graphite mines globally that can leapfrog Mehenge. There are at least 2 major projects in Madagascar that are both well advanced with one commissioning right now. And then there is another in Tz, that although could not get its debt funding across the line, has managed to push through and is at least half way into construction and will probably be in production by late 2023.
This will impact global supply in the short term and make it harder for other graphite projects to get bankable offtakes and finance.