RE:More Reading while we wait: SJL possible connectionsThis line here makes it likely that SJL, among others, are on Tesla's must have list:
"It would also potentially increase risk for competitors by locking up North American raw material capacity and forcing others to continue to work with mining firms in unstable regions in developing markets."
In other words, if Tesla could buy up the N.A. graphite supply for their 500 000 cars, it would prevent other car manufacturers from further advancing their green goals......and force them to be at the mercy of other not so safe jurisdictions!
So, if anything goes sideways with Panasonic, SJL would be wise to immediately speak to the BIG 3 automakers and offer their technology/graphite suppy because of Tesla/Panasonic's aggressive plan to lock up N.A. graphite companies, and especially ones with the greatest prospects to help them like a SJL.....
We are in the drivers seat as a company so long as we keep putting one foot in front of the other!