I look at it the other way. The trade war could be good for HXG and the US investment in Charge. Having a US presence may really help to sell McIntosh graphite into the US. Getting an offtake agreement would give us a major boost, but at the moment I think it depends on MIN's decision to mine. For the short term, it sounds like there are a couple of interesting reports coming through on the downstream processing, which will indicate that we have a suitable synthetic graphite replacement. And the fact that MIN is looking at the downstream processing is also rather interesting.
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I look at it the other way. The trade war could be good for HXG...
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