I'd say all the proposed battery plants will need graphite....

I'd say all the proposed battery plants will need graphite. Looks like the plan is to get Nachu up and running to supply the factories and sell the remaining Jumbo and Super jumbo to World Group. If Nachu is not producing at the time I guess they will continue sourcing it from where they have bought it in the past. There is some raw materials from the Alevo purchase but I doubt enough to produce at 1GW for a year or so.