General Discussions, page-28491

Personally I expect CCP to kick their banned export policy into action as soon as the wests graphite demand commences- which imo will turbo charge prices.

Any and all new gigafactory owners take note - it would be prudent to sign some offtake agreements asap to avoid the inevitable shortfall and resulting price spike.

Encouraging new mines now is the only option - a point that seems to be eluding the US and EU manufacturers atm. It is probably already too late for them.

Im not sure where they plan to obtain the input material - and I suspect they don't either.

Well played CCP - again......