i grabbed this from another chat in regards to lithium and how CATL intentionally drove down Li pricing via mining dirty Lepidolite. While this has given CATL a short term advantage it may well be a pyrrhic victory longer term as the incentives to build out future supply are currently not there. The argument is that this may result in a hyperbolic move in the future as supply scrambles to catch up.
The point i'm making is that very similar situation has occurred with China drowning the anode market in synthetic graphite. I don't pretend to know when China will reach an inflection point in regards to production but perhaps it won't be their decision to make if the west can ramp up processing capacity and eventually curb China excess capacity out of the supply chain.
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