Great post @Richo48
The key takeaway from that is that multiple global players see huge demand for Natural Graphite but finance is very difficult to come by as China dominates supply......in China.
However - Ex-China - Syrah is in prime position to be able to supply that global demand as it is unlikely finance will be forthcoming for other new shovel ready projects until prices dictate it is economical to do so.
Win win for Syrah.
Cheers
DYOR IMO
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