Interesting.
You might think that as Graphite is required in all currently commercialised and mass adopted EV chemistries (or a silicone combo thereof) you would be concerned about ex-China Graphite? No?
After all - if you’re one of the multitude of new gigafactories springing up outside of China you need Ex-China Graphite.
If you don’t have Graphite how will you make batteries? if you can’t make batteries - how will you sell Lithium?
It’s a good job SYR is the largest resource globally as it will be required to supply a huge amount of Anode material to gigafactories to avoid graphite bottlenecks.
DYOR IMO
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