What's spooking graphite stocks

SYR down 6.11%
MNS down 11.48%
KNL although flat today, has been down several sessions in a row.

Something is spooking not only the graphite stocks but also lithium stocks.  Instead of focusing on the "them and us theme" that exists here in graphite world, perhaps one needs to look a bit further afield for the answers?

Perhaps the Trump administration's pro-petroleum bias has something to do with it?

Perhaps the Trump administration's plans to roll back regulations and policies including Obama's Climate Action Plan  - and what that means for the EV market - could just have something to do with it?

Perhaps it's the impact of the Chinese lifting the 20% export tax - Post #:22953806 - or any combination of factors - even those we don't yet know about.

I think it time to put the "wit" away and maybe get down to the nitty gritty?  Just a thought.