Spot on ironwang. We're not in competition with NVX. SYR and NVX are complementary. I even suggested a week or two ago we form a jv with NVX down the road to produce our own anodes.
Actually we are not in competition with anybody. The EV market needs a heap more to come online to even come close to meeting demand. If hydrogen fuel cells take off for ships, trucks, any large machinery used in mining or civil construction which currently uses a diesel engine, all hell will break loose in the graphite market.
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