Think this is what @axle84 was talking about
https://www.fastmarkets.com/insights/graphite-buyers-pay-ira-premium/
Not surprisingly many battery manufacturers are going pay a premium for IRA compliant graphite, so the US$7-10 range is old news. Who wouldn't pay up to a few hundred dollars extra for their anode IF they can get $10k per vehicle in subsidies (direct or to their end customer). It's a no-brainer, and like Chris said in that last interview, NVX are the only ones can can produce synthetic anode for c-sampling and production between now and the FEOC exemption ending in Dec '26.
SP ain't going to do much til some bigger offtakes are signed, phase 2 finance is secured and inflation is looking much better, but IMO we are on track for all three so its just a matter of time.
Think this is what @axle84 was talking about...
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