What are the demand drivers for this level of capital investment? EV demand growth is mainly in China and use primary synthetic graphite anode conductive additives...natural graphite CSPG is almost double the cost to produce than primary synthetic graphite.
So BKT will need to rely on traditional upstream and downstream applications with short to medium qualification timelines as automotive battery qualifications can take 3+ years and MUST be successful with up to another 2 years before any significant commercial shipments begin.
Ann: Facilities Agreement increased by US$25m to US$204m, page-2
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