It is hard to compete with the Chinese as they will keep their prices for mining and processing artificially low to stop the competion. They control 100% of the market and they want to keep it that way.
Last year they became a net importer of graphite for the first time. Their mines were closed over winter and with all the problems in China I wonder how their graphite mines are going. With the expected increase in demand I believe they wont be able to met the demand and so downstream manufacturers will be force to look for other suppliers and pay a premium for supply.
Once that happens China will lose its dominance and we might find a balance in the market place again.
It is hard to compete with the Chinese as they will keep their...
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