"...There is currently no new global graphite mine that can leapfrog this timeline."
That's not quite accurate because Talga's Vittangi mine project is just about at the same stage of development at Mahenge. But it looks to me that both companies have adopted the same approach, with a huge amount of work done on product qualification with customers, based on the production from sizeable pilot plants. But after these two, it looks to me that the rest of the graphite developers are several years behind, with all the qualification work ahead of them.
All IMHO, DYOR
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