Interesting that 100% of spherical graphite processing happens in China currently along with 91% of anode production. See graphic below, source being Benchmark Mineral Intelligence, who I think ran the recent giga factory ITM MD attended.
We obviously have the resource in SA but how about the processing and actual anode manufacturing? Would be interesting to understand how sustainable the process is in China as well. SA has great potential to deliver reliably and sustainably.
ITM Price at posting:
33.0¢ Sentiment: Buy Disclosure: Held
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