Interesting note from Deutsche in the article you posted in regards to the BTR MOU:
Preso this morning mentions commercial discussions ongoing for spherical feedstock of -100 mesh to the battery market. Might be a bit pre-emptive, but just wondering how the above scenario imagined by Deutsche might work with Shenzen based BTR given Chalieco's exclusivity agreement:
Source
Even though Chalieco has larger flake specifications, there appears to be some overlap of products.
Exclusivity in China for Balama flake of +150 mesh up, or "exclusive right to distribute Balama flake graphite"?
Ann: Syrah Signs MOU with BTR New Energy Materials Inc., page-29
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