@Freehold. And you're missing the point. Your own link shows that there will still be a shortfall in large flake graphite even with SYRs production. So even if they can mine it and ship it cheaper than LMB all that means is that they will make a larger profit than LMB. The price for large flake graphite is going to go up. There's going to be a shortfall over the next 5 years.
LMB Chart, page-37
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