Graphite’s situation more like solar pane situation in 2012. First Solar had same problem with NOVONIX at that time , with the support of Tarrif , now FSLR become world biggest MC solar panels company. It’s price from 12 to 270. For NVX maybe there are some delays in the future, it’s depending on the whole market demand. But for the US graphite companies, the demand is from 0 to …, this is long term business, but for NVX price today, benefits is much bigger than the risk,
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