sga having their mines in kazakhstan is a very good factor, as I presume with China focusing on ev production domestically, graphite exports will need to come from other places. kazakhstan, has low electricty costs, making sga a really huge reserve, with low operating costs despite the titanium removal process, that can fill a void in the market. graphite demand outstrips supply by double at the moment, and I can only see that gap widening, as ev gets bigger
sga having their mines in kazakhstan is a very good factor, as I...
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