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![FreemyerGreg Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1396742700523786240.png) 🔋Greg🔋💎🤲 [@FreemyerGreg](/creator/twitter/FreemyerGreg) on x 1008 followers
Created: 2025-07-17 14:53:28 UTC

$eose

It has been a week since the last graphite felt shipment.

Not long, but $eose is consuming about X tonnes/day of graphite felt currently.

So, if there isn't a new supplier, the $eose inventory of felt is back where it was before this shipment came in.

I'm definitely leaning into the idea that a new supplier is doing the heavy lifting now and the South Korean one is back filling.

Question for the gurus:

If you were about to shift suppliers near the end of Q2, would you bring in a large amount of inventory from the first supplier in the X or X months before that to make sure you had enough to make it through the transition?

Does the answer change if the new supplier is going to provide a different spec felt than the old supplier.  

I would want to stock up on the old spec inventory, then start building up a new stock of new spec inventory so it could be a clean cut-over from old spec to new spec.

Thoughts?


XXXXX engagements

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**Related Topics**
[korea](/topic/korea)
[south korea](/topic/south-korea)
[greg](/topic/greg)
[$eose](/topic/$eose)
[stocks energy](/topic/stocks-energy)

[Post Link](https://x.com/FreemyerGreg/status/1945859401837150670)