This is care of arsenic who posted it in the SYR thread. Both synthetic and natural extensively covered. A good read
Woodmacs 5 things to look for from graphite in 2024.
https://go.woodmac.com/l/131501/2024-01-24/31lldx/131501/1706100116PpVYbIGL/graphite__5_things_to_look_for_in_2024.pdf
CEO INTERVIEW WITH BLOOMBERG, page-7
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