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17/02/24

22:34

Post #: 72464953
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Originally posted by Proga: ↑

I don't know as much about producing synthetic AAM as I do natural because most of the info is on Chinese websites. However, it takes 2-3 days at ~3000 degrees to turn pet coke into graphite in a furnace so I'd say 24/7. They say the new Gen 3 furnaces are continuous feed but I don't know exactly what it means or how it works. They may have some sort of conveyor system inside the furnace where you feed the pet coke from the top and 3 days later it comes out the bottom as graphite instead of making the graphite in 3 day batches per furnace.

You also don't want to power down furnaces because of the cost to power them back up. I'm guessing but if you assume the 2 furnaces they have can make 3kt to meet Kores off-take, a simple extrapolation would mean they'd need 13 or 14 furnaces to make 20kt.

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Thanks Proga
As you said , 3 days heat treatment, should be continuing 24 / 7 operation.

NVX Price at posting: 84.0¢ Sentiment: Hold Disclosure: Held
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