Hey guys. Just read this on another thread and thought I'd quote it here for further discussion;
"KNL at least have the right idea, but fundamentally the wrong product and the wrong partners.
Thyssenkrupp back in 2011 and 2013 were trying to pivot towards the EV market, but they have been shut down. Instead they are trying to integrate themselves into the European supply chain as a Graphite trader.
The Thyseenkrupp offtake that KNL has is not for Thyseenkrupp to use in their own production. It is a trading contract.
The end-users in German are the car manufacturers and the large industrial material producers like Imerys and LG Carbon.
KNL's Thyssenkrupp offtake will fall over as Thyssenkrupp have failed to commercially integrate themselves with the final end-users."
KNL and ThyssenKrupp
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