Jul. 28 at 8:56 AM
$NFE $EAF potential this week/month
Nfe - impending fema payment not priced in imo, price level held up well, matter of time on Puerto rico contract imo
Eaf - Dod taking control of graphite supply in the us, synthetic graphite for high end batteries , makes sense - ceo hinted at dod involvement, mp materials huge run following that announcement.