RE:RE:NextSource Materials Secures Offtake Agreement with... It IS great that they have effectively sold every ounce of their intial Phase 1 plant. We dont know to what extent Thyssenkrupp is using the graphite they have sourced, but it could very well be in the energy storage / distribution arena or simply as demand for the steel refractories. Thyssenkrupp offers a wide array of products.
As for the Tesla supply chain, my expectation would beNEXT providing DIRECT sales to that consumer once the Spheronized Graphite Processing Plant is up and running. That may include additional Phase 2 plant construction for the additional capacity.
In any case, the battery grade graphite is already in the mix, but as a newer development, it will take some time to realise.