If I was a graphite producer at the meeting, I'd be stressing my unwillingness to sign any off-take agreements to meet the OEM caveats unless I get full funding to actually produce enough AAM to meet the off-takes. If not, all you're doing is kicking the can another 2 years down the road. It has already been kicked 1 year when the graphite rules didn't start in 2024 with the cathode.
If I was a graphite producer at the meeting, I'd be stressing my...
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