More short dialogue. First Syrah has said that initial shipments for test runs and standardization by processors would result in lower sales price. Second, Spherical graphite is selling for about $2000 + per ton. Finally you discount EV demand. The nice timing is Syrah production ramps up as EV demand increases. Yes it will take until 2019, but this is an investment not a casino.
Port bottleneck, page-14
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