Well the 30kt isn't really so significant by itself, but if the projected demand is accurate, then we will have 100 kt in 2021 from that source, which is far more significant.
An obvious additional aspect of this is that China Inc was on board for Al via Calieco, and now BTR for toll processing and anodes. We may see other similar producers copying them if it goes well. Will be interesting to see if the Chinese gov really squeezes the local graphite producers now that there is a viable high scale alternative. Would be nice if Syrah is scrambling to increase production in a couple of years.
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Well the 30kt isn't really so significant by itself, but if the...
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