I wouldn't disagree with that but would add that natural graphite seems to be more amenable to silicon doping and that of the natural graphite that Sicona tested, Siviour graphite seems to be the most suited to their proprietary processes. Silicon graphite anodes are an aside to our main business model so it may be a surprise development down the road. Very few SH's (especially the new ones) are aware of this partnership and Siviour's competitive advantages hence why I mentioned it.
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