Syrah Resources Limited (ASX:SYR) (“Syrah”) announces that it has executed an offtake agreement (“Agreement”) with Tesla, Inc. (“Tesla”) to supply natural graphite Active Anode Material (“AAM”) from its vertically integrated AAM production facility in Vidalia, USA (“Vidalia”).
Tesla will offtake the majority of the proposed initial expansion of AAM production capacity at Vidalia at a fixed price for an initial term of four years commencing from the achievement of a commercial production rate, subject to final qualification.
Tesla also has an option to offtake additional volume from Vidalia subject to Syrah expanding its capacity beyond 10kt per annum AAM.
The Agreement provides a compelling foundation to proceed with the initial expansion of Vidalia’s production capacity and Syrah plans to make a final investment decision for construction of this expanded facility in January 2022, subject to financing commitments.
Syrah is advancing commercial and technical engagement with other target customers to develop Vidalia AAM for mass production and secure additional long-term purchase commitments for Vidalia.

http://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20211222:nASX3XmWNb

Wiederaufnahme
Minen für natürliches Graphit und für Lithium sind am knappsten, und lassen sich weniger leicht substituieren als andere Batterierohstoffe. Die Firma profitiert enorm von Subventionen in den USA...

Also das war ein Griff ins Klo. Ich muss die Firma genau anschauen bevor ich hier eine neue Empfehlung abgeben kann ;-)

Ende der Kaufempfehlung.