Calm down. Maybe this was the announcement the shorts were waiting for?
Either way - huge demand is there AND there are no other sources of Graphite ex-China for the forseeable future.
Qualification takes a long time. Do you really think manufactures will look to qualify Chinese graphite in the short term only to have to switch to another source and recalibrate their processing equipment In a few months time?… No - you play the long game. Huge consistent resource you know will be able to supply vast quantities consistently - Syrah.
Also - what if China decides to stop importing/exporting? They aren’t a foreign entity of concern for no reason,
DYOR IMO
General Discussion, page-1197
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