Me personally if looking at a graphite company to produce for...

Me personally if looking at a graphite company to produce for many years to come, its all about the qualification. Read up on bkt and tlg, they are two of the only companies i know who have gone to significant lengths to qualify their product. It can take 4 yrs and costs of over $20mil. Im no expert but theres so many people out there that think just because a graphite mine is battery grade it can work. Im not even sure if rnu has qualified their product.

posco owns 15% of bkt, and ive heard that they have to build their plant around bkts graphite, this shows how important graphites chemistry is and how qualification is huge.