German visit of Andrew if it is so:
Hopefully negotiation with KfW (because you need an invitation, you can not only visit them)
Thyssen negation of the table because Thyssen had chossen other sources due Andrew can't
deliver anything since non-binding agreement in 2017
BASF GiGA build is in full force, so plans for the process should have been ready during planning
phase in 2023. Also no chance for BASF to get any graphite from EGR before 2030. For sure they
will not wait with SOP till Andrew moves his a....
Northvolt lowered his expection and production outlook for the next years. They are oversupplied with
graphite at current stage.
VW,Mercedes, BMW and other rely on their battery suppliers rathers than dealing with a company
which could not achieve a single milestone since 2017. This is too much risk for these companies.
Smaller graphite dealers - why not if Andrew can use annotier non-binding contract for a new fluffy ann.
So let's cross our fingers Andrew got an invitation of KfW. All other topics are not very promising.
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