Not saying that RNU cant deliver the graphite or that the price wont go up.
But am asking who will buy it yes there is projected to be an increase in sales of Evs from last year, last year it was 14 million sold this year the IEA project it to be 17 million with around 10 million of those sold in china, and with the remainder how many of those vehicles are being manufactured in china or with Chinese resources and are part of that 7 million remaining to be shipped off to the rest of the world.
We need BOAs and I'm sure there is still plenty of time its just something we have to think about.
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