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Thanks for posting this. Pleased to see a new insight from Japan...

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    Thanks for posting this. Pleased to see a new insight from Japan on the graphite:

    Chubu Electric are the world's largest LNG importer, alongside Tokyo Electric. So we're very excited there to be building a project of up to 10,000 tons per annum to effectively provide hydrogen into effectively a gas-fired power station. And the graphite will be used for bitumen and asphalt.

    This had been an open question in the agreement last year, so it appears to tick a big box.

    It seems another application for the graphite is opening up with potentially enormous markets.
 
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