Hi @Graphite, you may have missed the material published by Syrah, concerning the Louisiana BAM plant. That announcement (available on their website) states the following, as regards capacity:
"Developing a Commercial BAM Plant to supply the battery anode market with an initial 20ktpa Louisiana, Commercial Plant for a 60ktpa capacity, using proven technology and processes"
This indicates the company's clear intent to pursue the high value-add associated with downstream processing.
Cheers
Ann: Syrah Sales and Marketing Update, page-22
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