Hit it on the head. I prefer natural though for 2 reasons.
+ Better margins
+ Lower emissions
Anyone new to graphite investment thesis should go look up aome benchmark minerals videos to understand the huge supply deficit that is getting bigger by the day as more 'giga factories' are announced by every tom dick and harry.
Synthetic does have better performance and cycle life in general, and also its only limitto production is energy and coke (which will skyrocket in demand with reduced oil production. and competition with steel production)
Ann: Pause in Trading, page-88
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