A green "graphite" premium wont happen anytime soon. just like for nickel, manufacturers can only care about the economics in this climate... focus needs to be on 1. marginal cost of producing SN GPS (i.e increase in petroleum coke price i.e crude oil...) 2. EV demand 3. demand for ex-China supply chain (i.e Chinese export restrictions)
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A green "graphite" premium wont happen anytime soon. just like...
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