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This should be the start of the increase in prices for critical minerals and for us more importantly graphite prices

Global Critical Mineral is Prices Rise

China’s new policies, including stricter export controls and a rare earth have increased by 8.33%product tracking system, have already begun driving up global prices. Since the limits took effect, the prices of gallium and germanium, key materials for semiconductor fabrication, . Since these minerals are essential to a variety of industries, including electronics and green technology, shortages have significant repercussions.

However, the prices of these two critical minerals aren’t the only ones that have risen. Export limitations on graphite, a crucial component of lithium-ion batteries, also threaten the manufacturing of energy storage and electric vehicle (EV) batteries.

https://agmetalminer.com/2024/10/25/critical-minerals-restrictions/