I’d be interested to learn from the doubters who the other synthetic graphite producers are that LGES have chosen to engage in RDA’s or contracts with in North America or their trading partners.
Putting aside Posco because that particular contract with LGES is solely to supply Ultium/GM.
Recently LGES made it clear in a promotional video that they intend to use Synthetic Graphite in their Anode’s, we also know their North American factories will well exceed 200GWh.
This latest LGES factory announcement although using LFP is likely to use SG within the anode so yes it’s very relevant.
So please educate us & provide us a list of these Synthetic Graphite suppliers that LGES have chosen or intend to use.
Not natural graphite either, I can list numerous engagements but if they were intending to focus on Natural Graphite they wouldn’t release a video promoting Synthetic Graphite & it’s benefits neither would they part with US$30m & enter into a JDA with Novonix.
Add links too please, I’m genuinely interested to research these companies.
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