Make it and they will come !In 2023, Europe still suffers from a substantial gap in anode material production capacties, as most anode material required by the battery manufacturers were sourced from China. Global graphite anode markets have been dominated by Chinese producers, which have accounted for more than 90% of installed capacities. The recently announced restrictions on anode graphite exports to the European Union by China will accelerate the development of the European anode materials industry.
Ferroglopbe is a leading producer of silicon material this is the company that has a MoU with Altech to supply silicon anode material. I believe HPQ already has a much cheaper supply chain and the playing field ahead is HUGE ! It makes QIMC look like a no brainer bargain as the material source for HPQ which is beyond a bargain and more like a steal !!!