Staunch stuff, mainholm. Thanks for your input. So 30% of...

  1. 7,432 Posts.
    Staunch stuff, mainholm. Thanks for your input. So 30% of Chinese Production was Fine or Coarse Flake with 70% being Amorphous.
    That fits to the Industry Figure for recent Total Natural Graphite being 1.4 mil tonnes with 450kts being Flake [Fine or Coarse] remainder 700kts being Amorphous.
    I think some  current Supply of FLAKE comes from Madagascar , but only about 40kts?

    Anyhow you seem to be "inferring" mainholm that the Dragon is "after" these 400kts in Mou/BoAs etc  to replace pretty much All of their 'non amorphous' production and then some. Controversial, hey? send an @HappyCats  to get some other POV.

    regards
 
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