Sitting back and relaxing till the end of month. Expect that upward revisions were started quite a while ago wrt BFS. The work done regarding spherical graphite is far more important long term than the market has recognised.
More off take agreements should be in the pipe. China is not the be all and end all by far IMO. Still have the US, Europe, Japan and Korean markets to consider.
80-100ktpa of graphite into a new market and we have not heard anything regarding current large scale users that will be looking for supply outside the contracting Chinese market.
Not long to go....
bfs is 3 months overdue, page-12
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