Fair enough dirty graphite is not good for environment and is currently expensive. That's why I didn't invest in Novonix. But Novonix have made some processing changes to keep cost lower to be competitive.
All I'm saying is new mines are difficult to get up and running as we know. Existing supply chains for needle coke is already there.
Just difficult these days to get approval for big mines in developed countries, unlike China mines.
Will there be enough mines to meet the demand in Europe? Or will synthetic dominate cause of not enough mines in Europe?
With synthetic giving more cycles and becoming cheaper to produce?
TLG - Media, page-6444
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