Yeah, I read that article on FT. The problem for Syrah is those non China battery companies won't have their factories up and running in Europe and USA for at least another 18 months to 2 years.
So all quiet on the graphite price till then, as China will be the only buyer. And synthetic is still going strong.
And the world economy is slowing, as is EV demand. Ukraine war still causing uncertainty.
realistically, I can t see graphite prices going anywhere north for the next 6 months at least. Still will be in campaign mode.
sad. Real sad.
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