I sort of agree with shell to a point but the reason why I think there won't be a major bump in SP (also depends on what we classify as major) is because most of the hype in the graphite market related to the EV rush. That said majority of the big players (Toyota, VW etc) are investing heavily in Solid state batteries which don't need much graphite. I know these are 2-5 years away but a lot of research has already been done with Toyota planning to unveil its solid state battery vehicle sometime later this year. I know there are other players on the demand side but the most recent spike in graphite interest was due to the EV hype. I really hope that I am wrong.
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