Graphite could not make profit even after China tried to limit exports. The different example is rare earth, at least they can make profit, although it’s impacted by China self sufficiency.
ESG? Sounds good but never surpass economic viability, like Twiggy wasted billions on “clean energy” projects.
Tesla just signed supply agreements with all, including your biased synthetic graphite company via Panasonic.
US government loan might show confidence? But I don’t think so, like they just give a node to lots of projects including your disliked synthetic graphite project. They even awarded to Thack Pass clay lithium project which is clearly a bad project, imo.
You don’t seem have any firm based for your investment.
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