One way the rest of world can quickly catch up with Chinas EV...

One way the rest of world can quickly catch up with Chinas EV dominance is if China licences its battery technology to allow for manufacturing in a foreign country. This avoids any issues with inflation reduction act in USA or EU and creates jobs and stimulates competition.

China gets software margins with no CAPEx on its tech - so win for them. World gets Cheaper EV’s - win for everyone.

I’m thinking the SYR loan is a given - as part of the reason for the recent raise was to maintain enough of a buffer for loan satisfaction. Obviously money isn’t in the bank yet though.

Either way - “everyone” needs Graphite - and huge amounts of it.

Unlike Lithium - graphite stores very well (chemically stable, not affected by temp or humidity, does not degrade over time…) - battery manufacturers could potentially order vast quantities and providing they have space - use that as their safety margin to secure supply… we have the scale and quantity to be able to supply the world easily.

Cheers

DYOR IMO