Hard to know where SYR will land. Ford still struggling with their EV’s. Comments on CNBC that Americans may not be that keen on EV’s? On the other hand China seems to be full steam ahead. The tariffs on the cars and batteries? should help local (US) car and battery manufacturer’s but they will still rely on OS anodes for the batteries until the likes of SYR and others get production up. This could come from Korea Japan and Indonesia however which could use SYR graphite. In the end, if synthetic Chinese anodes are that plentiful and cheap, it will be hard for graphite and SYR to compete, especially where China seem to have a distinct advantage in their ability for scale. SYR still in the box seat for natural but the future could be good or not so good, especially for those following IMO.
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