SYR syrah resources limited

Ann: Clarification regarding Tesla offtake agreement, page-30

  1. 11,793 Posts.
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    Should be avoiding doing business with Tesla at all cost IMO, look for other customers. Musk keeps complaining about no availability of supply outside of China up to the standards required and delays Qualification.

    As per the link i posted earlier about graphite AAM shipments, Chat GPT has summarized this below:

    Huzhou Kaijin New Energy Technology Co., Ltd. supplies substantial quantities of graphite to both Tesla and LG Energy Solution, primarily for use in lithium-ion battery anodes.Shipments to TeslaHuzhou Kaijin has been a consistent supplier to Tesla, with shipments arriving at various U.S. ports, including Oakland and Long Beach, California. These shipments typically consist of surface-treated spherical graphite, a material essential for battery anodes. The volume and regularity of these shipments underscore Huzhou Kaijin's significant role in Tesla’s battery supply chain.Shipments to LG Energy SolutionHuzhou Kaijin also supplies graphite to LG Energy Solution. Recent shipments include:17,850 kg on February 6, 202531,500 kg on January 27, 2025These deliveries reflect a steady and ongoing supply of graphite, supporting LG Energy Solution’s battery manufacturing operations.SummaryHuzhou Kaijin New Energy Technology Co., Ltd. plays a crucial role in supplying high-quality graphite materials to major players in the electric vehicle and energy storage industries. Its consistent and substantial shipments to both Tesla and LG Energy Solution highlight the company’s importance in the global battery supply chain.
    Last edited by remirez: 26/05/25
 
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