Hi Vijay,
Certainly there are other uses for refined silicon apart from EV batteries and FG would continue to supply those markets.
But the EV market is going to be gigantic. We all know that consumers buy based on 3 things:
Price, What it costs and How Much they have to pay.
So if one company is using unrefined silicon at $1/kg in their anode and others are using heavily refined silicon at $10/kg, all other things being equal, i think we know what will happen.
BTW does anyone have ACTUAL prices for raw and refined silicon?
ferroglobe-accuses-asx-company-of-using-confidential-ip-after-failed-collaboration, page-167
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