@ddzx Sojitz is currently the largest graphite trader in Japan. They have downstream partners that include LG Chem and Panasonic. They expressed their interest in entering graphite and LIB market many years ago in their forward plan. They are, for now, a middle man, I expect they may want to build a spherical manufacturing plant. Initial tonnages of probably 6-8k tpa of spherical, heading to upwards of 40k tpa + in the space of a 4-5 years ... all hearsay and speculation and you should treat it as such. Cheers, r
@ddzx Sojitz is currently the largest graphite trader in Japan....
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