The reality is the the US must build it's own downstream capability given it's over-reliance on China and associated vulnerabilities.
SYR is the only way that's going to happen for them in the Graphite space. It least in the short - medium term.
The US will make sure this get's funding - because it's a strategic priority. Not saying anything new here, i'm just saying when it comes to US graphite, what else can they do? Europe, nothing to sell to us. Canada? AUS? Not until RNU comes online.
Like others have said, it's a good buy and hold for 1 -2 yrs as this comes to fruition.
Ann: Syrah enters into MOU with Samsung SDI, page-5
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