Without commercial scale testing it does indeed seem Crazy huh.
Battery grade is >99.95%. The other stock you mention needs to further process in order to compete with the like of KNL who just announced 99.99%, hence you may find they require chemical to achieve this. As for costs if we work on bfs costs plus $2-3000 processing/tonne for spherical then costs are $2500-3000/ton and sale price for $9000+ for coated = do the math... Although a processing plant in Tanz will change the math more in our favour.
http://www.techmetalsresearch.com/2014/03/going-natural-the-solution-to-teslas-graphite-problem/.
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Without commercial scale testing it does indeed seem Crazy huh....
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