Be honest now!, page-86

Inflation seldom makes products cheaper. With inflation come increased business costs. Talga's margins are aimed to be quite high, but Talga's competitors are not. The competitors will be compelled to raise prices, due to increased feedstock prices for synthetic, due to increased labor and shipping costs from Syrah resources for example, or else face margin erosion. Given supply of low carbon graphite will be always limited, and furthermore demand will increase, every indicator of the near (5-10year) future suggests that prices will increase.

If talga had an inferior product to competitors then it would be a different story. But even with an inferior product, talga would have the low carbon advantage.