RE:RE:RE:RE:When it comes to Tesla's graphite needs, it will be FMSCraven: From a pure cost perspective, FMS' business case (shareholder benefits) gets even better because of the 98% fines. 51% of the deposit (the low value fines) are now proven battery performers. The really big story with Lac Knife's fines is their durability - the ability to recycle an electric charge four or five or more times longer than existing EV batteries.
They showed better performance characteristics than their large flake cousins. It means fewer battery swapouts for EV makers. And that translates to lower costs for the EV industry.
Espagnol hit the nail on the head in an earlier post regarding Stria. There's another technology play unfolding with Stria and its flying under the market radar. Graphite, graphene and lithium.
Wondering if GE is looking for a cobalt play somewhere in a friendly country?