Management - The ABC of TON, page-62

but it's to my point that there is graphite demand traditional outside of China, looking for alternative sources for Import Replacement.
It's my gero that's why they don't enter into BoA's etc with years before delivery [2017 whatever] don't want to alert that current contracts won't be renewed. Besides that the RoW offtakes are relatively small kts.
Anyhow that's how when a mine gets actually operating and can commit to 6 months delivery it gets other "proper" BoA's unannounced pre production. yes it is a bit of build the mine and they could come, it's just the expectations maybe of 5/10kts not 100'skts.
cheers
I can't get away with tongue in cheek, anecdotal inferred bits, lateral, like Claims of TON posters of Taking over the Market
so just was stirred by you doing so, inferring China was the only Traditional End User to go for, as the Big Boy in Graphite whatever.
Hope you see, at least, Lateral5 the validity of Import Replacement demand and it's ramifications.

cheers