Tesla withdrew the termination notice for Syrah Resources' graphite supply agreement. The deal is back on. 🇦🇺
Syrah operates a graphite processing facility in Louisiana fed by Mozambique mine output. For Tesla, this is the non-China anode material supply chain they've been building for years. Battery-grade graphite is still 80%-plus China-dominated globally.
Small volumes today. Strategically very important for 2028 and beyond.
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