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I'm sure Shaun will be up all night answering phone calls and on...

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    I'm sure Shaun will be up all night answering phone calls and on video conferences. As the first mover, they'll want to know how fast he can move with unlimited resources thrown at him. Notice China hasn't put any bans on the cathode side where they don't dominate the space as much. Graphite, especially SPG was always the western weak link.
 
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