There's still a value to the graphite, and a couple of years ago they modelled economics with a relatively low graphite price. So the total package would still be good from a hydrogen focus point. But the premium priced graphite MIN were expecting isn't there at the moment. MIN have also been slow in their gas exploration, and there's no guarantee of success there. So they would be dependent on being a gas customer.
There's still a value to the graphite, and a couple of years ago...
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