There’s a considerable difference between the 2 Kokoro.
Magnis produce Anode material using natural graphite imported from Mozambique, a similar situation to Syrah.
Novonix produce Synthetic graphite using a U.S. oil byproduct. No need to import the raw material. Keeps the Greenies & the oil tycoons happy also, especially using near zero emissions production methods & furnaces.
If Novonix weren’t supplied needle coke from Phillips 66 I would have a very different take on the situation.
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