Hi jaded,
What people have neglected to interpret from Yichang Xincheng Graphite, is that they are largely Graphite consumers of their own mined Graphite into value added diversified end products which would not be taken into account in any quoted expandable traded graphite figures.
What we can probably deduce is that they may have orders/demand beyond their existing reserves and mine extraction costs.
And there we have it, potential mining substitution and supply shift to feed existing and growing orders/output.
Cheers
Pauldola.
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