I was disappointed with the 2022 outlook they produced. It was low level stuff basically validating what we already know. China is getting out of the graphite mining business. Applying environmental pressure looks to me as though they want them closed sooner rather than later. The Tesla off-take gets a mention in the last 2 paragraphs. Demand of 3.1mt of battery grade graphite by 2030 looks unders to me. My own analysis comes up with >4mt
https://investingnews.com/daily/resource-investing/battery-metals-investing/graphite-investing/graphite-outlook/
LG Chem wants JV for stable supply of anode raw materials, page-99
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