ITM Megathread, page-553

A big factor in China is also the synthetic graphite alternative, which is an oil based solution. Less complicated chemistry, similar cost but much higher emissions. It’s effectively competing with natural graphite, so to an extent caps price. Will be interesting as the supply chain grows into the US and Europe whether they accept synthetic graphite, given the environmental impact and the stated goals on lowering emissions. Isn’t that the main driver behind electric transition? Projects in SA with our renewable grid (lots of energy used in processing graphite to anode material) massive opportunity.

If we see geo model from sugarloaf translate to lacroma, or solve the optimal processing technique at sugarloaf, we should move up towards the top of those lists for very quickly!