Below is part of an email I received from DC a few days ago.
He touched on this so happy to share:
Themarket is shaping up, but so much depends on government relations now – inparticular, what the new US administration does with the Chinese ontrade. We are seeing movement by all manufacturers in the supply chain toprepare themselves, and we are looking to ensure a seat at table to get thingsinto operation as quickly as possible.
On GCM, I am not overly familiar, but I’ve seen the publicly availableinformation. It looks as though they will make graphite blocks for thermal storage, rather than energystorage. The technology looks interesting but it’s still in the researchand development phase. They’ll be making synthetic graphite, so thepotential synergy with our project is unclear.I hope thisexplanation helps. If you have any further questions, please let me know.
Kind regards,
David
David Christensen
MANAGING DIRECTOR
Level 5, 149 Flinders Street
Adelaide, South Australia 5000
Australia
Below is part of an email I received from DC a few days ago.He...
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