Thanks for the share, just had a chance to watch. Looks like anode plan as per last Ann, -run campaign production and finalise continuous furnaces, & continue to build out riverside next year, commercial production starting late next year.
One take away I had, was Capital remains biggest hurdle to start out. Also re offtakes, this aligns with what I’ve read from the Koreans. Which is, The big companies are still evaluating FEOC terminology or will there be a change of Govt next year, etc. It is a good advantage for the company to have Riverside able to produce mass production samples. Hopefully to convert to 5- 10 year supply contracts.
Thanks for the share, just had a chance to watch. Looks like...
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