If your premise is that ThyssenKrupp will scale back their graphite plans, a counterpoint to this is that 10 weeks ago they entered a supply agreement with Elcora Advanced Materials Corp, for up to 10 years for 9,000 tonnes of graphite per annum. It seems pretty clear that if there were problems in the graphite department at ThyssenKrupp, no manager would have approved such an arrangement. The facts do not align with the unempirical innuendo. How is it not obvious to people that ThyssenKrupp is diversifying its graphite supply base; of which Kibaran is a beneficiary?
An additional counterpoint is that ThyssenKrupp increased their offtake agreements with Kibaran from 10,000 tonnes from Epanko to 20,000 tonnes from Epanko in August last year under no obligation (for refractory grade graphite). No one knows exactly how this graphite will be employed; perhaps for steelmaking as part of the One Belt One Road project, perhaps for other projects. But ultimately, refractory grade graphite will be used in refractories; how some posters have connected refractory usage via ThyssenKrupp to electric batteries is simply beyond me and either idiotically-irrational or disingenious.
The quality of the posts lately have been complete and utter crap. It's such a shame that we can't all work together amicably as opposed to cannibalizing each other. I'm happy for Magnis shareholders that their share price has gone up, good for them. My opinion of human nature continues to lower though as the aforementioned holders feel the need to come over to this forum and post crap. Seriously, if one dog comes and pisses on your lawn do you blindly and irrationally go to war with all dogs? The tribalism and irrationality displayed here is pathetic.
