SYRAH has an MOU in place with Samsung SDI to evaluate its AAM material from Vidalia.
Highly unlikely Samsung and GM would have signed on the dotted line to build a multi billion dollar JV battery facility without first doing their due diligence and qualifying their source material.…..
There is no other natural graphite supplier ex-China that can supply qualified natural graphite volume at scale into the USA…
Join the dots and awaiting a binding offtake announcement…
DYOR IMO
https://www.reuters.com/markets/deals/samsung-sdi-signs-deal-with-gm-its-joint-ev-battery-factory-us-2024-08-27/
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