It would be nice to see a major getting involved with a JDA or similar.
The anode market may take some time to turn, will need US demand to rise, coupled with the Ira & hopefully the re-introduced tarrifs to help ween off Chinese anode in the US. Long term forecasts show that it will, but currently China seem to be meeting demand with an oversupply, leading to lower prices, and at lower production costs to the rest of the world, isn’t great for a company trying to break that cycle.
https://www.miningnews.net/energy-minerals-news/news/1456169/syrah-slapped-down-as-chinese-ratchet-up-synthetic-graphite-aam-output
Ann: NOVONIX Commissions Zero-Waste Cathode Pilot Line, page-11
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