im gonna piggy-back on this. Just listened to a podcast that is a great all-round overview of the state of non-china graphite anode industry.
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5ucHIub3JnLzUxMDI4OS9wb2RjYXN0LnhtbA/episode/ZmY1YzZjNmEtZTg5Ni00NTk0LThhYzgtNjFkNzEyMWYyODI3?ep=14
TLG - Media, page-16014
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