RE:Make it and they will come !Yes indeed ! .. this market is huge $$$..there's more customers than suppliers, outside of China...The Chinese are going to regret their decision to try to control this market...HPQ has made huge strides in this space in the last couple of year's....The ability to convert low grade quartz into Si metals in " one step " something that no other company can achieve or has achieved.....If I were the competition I'd be real nervous...We know the QRR process works beyond a shadow of a doubt, next up is scalability....Most likely a very large user of Si metals will come to the negotiation table and propose a JV to start mass producing QRR capacity...I'm expecting the same deal will happen with the Fumed silica process....Everything that Hpq makes is in huge demand , these markets are big and are in dire need of quality materials sourced from outside of communist China.....The world's environment stands to benefit with QRR products,, the corporate world stands to benefit big- time,,,,, not to forget the investors who bought shares early ,, for peanuts on the dollar $$$$......that's us , ka ching.....The great positive thing about HPQ is , they have more than just the world's #1 Si battery metal......Can the competition say this ???..No !...uncleron is always right !..cheers
CrazyProphet wrote: 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 !!!