One aspect of the future for graphite to keep in the back of your mind is that yes there will be an increased demand for graphite in the future, assuming new technologies don't come along and make it redundant, but what is the graphite supply situation going to be like at that same time?
I don't think anyone really knows the answer to the question of exactly how much future supply will be coming onto the market, and IMO that is a risk for the sector that only time can mitigate.
Ann: Tanzanian Graphite - Investor Presentation, page-37
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