https://www.fastmarkets.com/insights/commoditization-key-development-graphite-industryBut the market has not yet consolidated around a long-term agreed structure for coated spherical graphite, which is the active anode material used in batteries.
“The anode makers are quite risk-averse,” Renascor’s Christensen said, “and they don’t want to commit to that [in the] long term, so they demand flexibility from producers such as us, so they can change it [in future].”
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