Hey Topo,
100% of commercial production of Spherical Graphite takes place in China. In 2021 the PSG market was approximately 330kt give or take (1st Image below).
I haven't subscribed to Asia Metals or Fastmarkets Annual Graphite Report to see production by company (These reports were over 10k each).
If Renascor were to be producing at 60ktpa today, we would be making up 15-20% of Global Production.
If Battery Demand Forecasts by 2030 are true, 60ktpa would make up just over 1% of global supply
There is a significant advantage for first movers to establish market dominance and grow with the market
Long Term (2030) focus for RNU won't be 60ktpa. It could be many multiples of that, we are not resource constrained afterall. 150-200ktpa is not as crazy as it sounds IMO
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