They've added 2 more to the original panel of Craig, Shaun and Chris. The POSCO research guy is an interesting addition. Hopefully he can slip Shaun a note saying his bosses in Korea would like to talk off-takes. I wouldn't mind knowing how far advanced they are with their new AAM plant build. Their current 60kt plant doesn't produce PSG. They import it from China. For now anyway.
Tokai Cobex have 4 plants in Europe. They produce graphite blocks for various industries. Furnance linings, cathodes and electrodes. All synthetic I think. They're also developing in France a clean and competitive European source of synthetic graphite to meet the growing demand for Lithium-ion batteries.
So basically they've added another natural and synthetic guy to the panel
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