Hi StirerWhen have I ever stated that WKT needed to lock in...

Hi Stirer

When have I ever stated that WKT needed to lock in fixed-price contracts? It was the pump campaign how stated WKT was holding off locking in contracts due to the rising price of graphite, yet the prices increased and then fell.

Would you agree the export restriction from China will be easily filled by existing producers?
57-76k tpa isn't a very big void to fill when you have so many existing graphite mines operating at a reduced capacity and new mines coming online.

I can see the price of synthetic graphite increasing due to the new export requirements, which might force anode manufacturers to change to natural graphite anode, although this will mainly benefit the smaller flake producers, i.e SYR.

Keep pumping Stirer, its not long now until the mine gets into production, we might also see WKT offering significant discounts to attract sales.