Low cost per kilo of H2 would be great, but H2 and graphite at a reasonable price are already more than enough. Have a look at Charles Michel's speach at the China EU summit:
We intend to continue to diversify our supply chains and address our dependencies to be fit for tomorrow's challenges. Let me give you just one example. Graphite is fundamental for the defence industry. China has decided to limit its export of graphite, and this has consequences for our sovereignty and strategic autonomy. This example shows what is at stake.
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