Hi @dykam11 and all others... just sharing my 2 cents worth...
Supply of graphite (or any other critical mineral or raw or manufactured product or service) are influenced by a myriad of factors e.g. Geopolitics (international relations including free trade agreements) and Federal laws which are created by government of a country.
The US Inflation Reduction Act is an example of a law will influence supply especially as the years tick by.
My gut feeling is that RNU's primary market will most likely not be the US although I am very happy to be wrong
Have a great week all
Regards
GLTAH DYOR
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