I think there is still a fundamental place for graphite. There is really no better commercial alternative, western supply streams are still trying / wanting to diversify their raw material options away from predominantly Chinese based options. It’s just a situation where global economics, current technology avenues and policies that determine whether countries are going to meet their decarbonisation goals will come to fruition. Timing and opportunity seldom align. And when any type of progress “rush” starts, I’d rather be the fool that got in line early and is now at the front, rather than the fool that is at the back wishing they got in early. But choice is always yours on what you do.
