What do Sojitz supply to Panasonc and LGCHem ? Please enlighten us. Your arguments are pathetic. Of course KNL is competing with China, how can you say it isn't ? All graphite compnies are competing with China as 70% of the worlds supply comes out of there and, KNL doesn't seem to be able to have any unique selling proposition to displace Chinese graphite for spherical, refractory and concentrate. What alternatives are you providing ? Cost..nope, Purification method...nope, performance of graphite anode...nope.
Your arguments are pathetic.
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