the whole ex-china market is on hold. With China buying more graphite mines in Africa, they'll only ever import from China owned mines.
https://africa-news-agency.com/graphite-china-looks-to-africa-to-dominate-the-global-market/#:~:text=By%20Bilkyss%20Mentari,growing%20interest%20in%20African%20graphite.
Ann: Clarification regarding Tesla offtake agreement, page-7
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