limiting factor new vid on anode. Good primer on syn and natural anode and the new 4680 battery.Talga gets a mention. In short: we need all the graphite, yesterday.
Thanks for this Stevehye. Lots of good stuff in this video.
A couple of takeaways for me were:
1. It is a fairly simple test to determine from an anode sample, what the mix of natural and artificial is. This stops any rogue battery suppliers from fiddling with the truth.
2. Syrah made a big thing about having a binding sales agreement (fixed price) with Tesla. This has gone very quiet by both parties and I would have expected them to be mentioned in the video.
https://www.theassay.com/news/syrah-in-binding-graphite-offtake-agreement-with-tesla/#:~:text=Syrah%20Resources%20Limited%20(ASX%3ASYR,production%20facility%20in%20Vidalia%2C%20USA.
limiting factor new vid on anode. Good primer on syn and natural...
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