yes saw the Mozambique 30,000 tonnes and could only "justify" it...

  1. 7,432 Posts.
    yes saw the Mozambique 30,000 tonnes and could only "justify" it as the name plate capacity of the AMG/GK Ancuabe Mine that hasn't Produced a kilogram of graphite in years let alone a tonne.
    So that's one example of the List purportedly of Production 2014 being padded by Capacity Output.
    There's a real problem getting reliable data about the Natural Flake Sector/Industry. Not helped by most Producers are Private, UnListed Companies or SOE's [China and I think India and Sri Lanka]. That 4000 tonnes for Zimbabwe is probably AMG/GK Capacity Again. It has an Underground Mine there.
    Anyhow purportedly some insight into AMG/GK operation will be coming out from a JV with Triton TON re Ancuabe.

    @Graphite any comment about KNL Epanko Binding Tkrupp Offtake and German Gov't Loan Guarantee ? The Euro Graphite Trader who wishes to remain unnamed also with a Binder, Who do you think it is? SGL?


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