I would assume that due to the high cost of producing Synthetic graphite and the carbon intensive process, more Natural graphite will be the preferred graphite for producers in the future - as we are all aware the world is heating at an alarming rate!
Different forecasts I have seen are showing any surplus graphite to be absorbed in next few years moving to deficit by 2025, with a swing towards Natural Graphite from Synthetic.
The advantage of having Wogen on board is that we aren't locked into any current set pricing and can ride the wave of increased pricing to come in 2025 - surely that makes sense.
Sounds like a good investment to me!
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