That $4m a month is killing us. If it was spread into the per ton cost it would look horrendous at current production levels. Need to find a way to ramp things up -
graphite needs to be processed to be useful. 99% of the processing is in China. If they refuse to buy graphite from us because of geopolitical reasons, we have to wait for ex-china manufactures to build their own plants which take >2yrs. Putting santa clause in charge won't help
OEM's and battery manufacturers splashing cash on AAM hopefuls without mines will
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