One of the unofficial timelines for Epanko and the related spherical graphite plant aka "Kwinana" was the date when EV battery makers would need to purchaser non-Chinese graphite sources for EV batteries if they were to build eligible batteries for the US$7,500/EV per vehicle credit.
That timeline was being suggested as 2025 but the industry appeared to view that as unworkable given the near complete dominance by China in the graphite space. EV makers now have until 2027 meaning battery makers are going to need supply sources in mid-late 2026 so that they can supply compliant batteries for EV's that will be sold in 2027.
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