Hey Lumia,
Don't think it relevant where KNL sources it's graphite internally: Merelani or Epanko would be covered by the existing off-take agreements.
TK off take is exclusive for refractory use. Battery use is still wide open. So any new off takes signed/considered for battery use are exempt and in play.
TK simply don't care if we supply graphite to other customers for other purposes, if anything, it ensures stability of supply since KNL strong economically.
Also left-field announcements do not necessarily mean European customers.
Announcement suggests KNL gearing up for a bigger market and for that I see USA battery use as the obvious candidate...
cheers
Ann: Merelani Upgrade Paves Way for PFS, page-22
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