Nice find Gvan, pity about the inaccuracies posted in the article in addition to some of the clickbait. The author suggesting synthetic graphite wasn't impacted by the curb had me nearly close the article!
I think Feb will provide a better indicator, and to a lesser extent Jan, so I look forward to seeing that data set. From all accounts anode from China will resume as normal, provided approval is in place. That said, if that in itself isn't a good reason to source ex China I don't know what is.
Nice find Gvan, pity about the inaccuracies posted in the...
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