EVION GROUP GENERAL DISCUSSION, page-1292

Not sure posted, but a nice reminder if already here…
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/north-american-graphite-market-to-disconnect-from-chinese-prices-76963809

North American battery manufacturers will pay substantially more to get their hands on local graphite supply as producers face higher production costs and more demand for lower-carbon products, according to industry participants.

Battery manufacturers are currently dependent on China for graphite, as the country extracts around 70% of the world's natural graphite and controls almost 100% of the refining process, according to the International Energy Agency. Governments are pushing for the electric vehicle supply chain to be localized to remove the geopolitical risk of a Chinese monopoly, and at the same time, many consumers want a supply chain meeting higher standards for environmental, social and governance issues.

Several new graphite projects have emerged to fill the gap, but a budding North American market will not be price competitive against a mature Chinese market, executives from junior graphite explorers and miners told S&P Global Commodity Insights.

"You will see a major disconnect in the future between pricing in North America and China," Eric Desaulniers, president and CEO of Nouveau Monde Graphite Inc., told Commodity Insights. "We expect, in the future, the customer will be willing to pay a premium compared to China of between 30% and 50%."