Might have something to do with Pelosi going to Taiwan. Won't affect us. 45kt is easily swallowed up and then some by Tesla Austin and Ford SK On with their new plants in Tennessee and Kentucky.
SYR must expect big orders to start flowing in once the shipping issue is resolved to talk about increasing Balama production capacity during the D&D presentation. I also laughed when he said Balama's waste has more graphite then a lot of the producers supposedly coming on-line in the next 3-5 years will produce.
I'll give myself a pat on the back because I know you blokes won't lol. He also talked about the price for fines and coarse inverting like a suggested a few months back. Suggested their is an oversupply in coarse. Not sure how that affects us. 15% of what Balama produces is coarse.
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