Graphite isn't the only metal.
It's interesting to see how they find ways to substitute supply. We saw the same thing with lepidolite. They always seem to be able to pull a rabbit out of the hate to cute corners and save $$ somewhere. This sugar rushes in prices seem to be short lived.
I agree, I've actually taken a big position in LAC, im considering cutting most of my explorers and reducing exposures in current producers in favour of those who are focusing more on downstream.
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