I thought US anode companies would’ve had a more positive week on the market with the FEOC decision. That will force the battery makers to look around.
Li sentiment also overhanging a little. Everything is hinging on proper offtake agreements, that will attract investors not board marketing.
I don’t see KOREplex taking deliveries until into 2025. They won’t be running by end 24. Like to see other companies come in.
I thought US anode companies would’ve had a more positive week...
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