'How long can China keep this up is the question.' Completely agree, all other discussion is noise rn. It's the only question worth asking, other than perhaps does Natural graphite even have a future if the cheaper, durable and abundant (yet pollutive) synthetic can be used instead.
And what if the answer to your question is indefinitely? I'd say then that would answer my question with a firm No.
What we need is China to invade Taiwan, that will kick life into ex China market.
SYR Price at posting:
22.8¢ Sentiment: Hold Disclosure: Held
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