Whats the truth behind Yichang Xincheng Graphite Co, page-102

I have a subs to Industrial Minerals and they are consistently reporting subdued demand in 2015, fines pricing down, large and jumbo flake steady, additional demand over the next few years is a big unknown. They are certainly not putting a figure on it. Their coverage on the TON deal was rather skeptical, 'the company says' rather than state the details as fact. You could smell the disbelief. So if the big new demand doesn't eventuate is there a minimum tonnage they are compelled to take? To what extent does the deal require the massive new demand to become reality? Is the deal more like hedging against the possibility of new demand that may not eventuate?