Yeah - it seems very 2 bit as discussed late last night. So the bigger news is how this junior leaguer in the manufacturing space is going to leap into being a major player.
If you make an assumption of product sold at an average of $4000 ton - which would seem conservative as tape, crucibles, etc have higher values, then Wil's reference suggests less than 4000t of graphite left the factory in 2013. So what will they do with 100,000t+ coming in?
Charts: looking forward, page-296
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