Just read through this - what a load of waffle. How many times do you need to use fancy terminology like 'advanced engineering'. Typical DC wordy write up without saying anything materially new.
The reality is that China synthetic graphite is crunching the market.
If the IRA and the ex-China credits are kicking in from 2025, why all the silence on offtakes? Shouldn't the big players be looking to lock in ex-China supply ASAP?
RNU Price at posting:
12.3¢ Sentiment: None Disclosure: Held
