THE GREATEST IMPEDIMENT to the next generation of new graphite mines (e.g. Maniry), in my opinion, remains the blatant environmental trade-off which sees manufacturers still having a gluttonous appetite for the filthy, energy-intensive, low ESG synthetic graphite that continues to flow out of China. Not to mention the fact that they are deliberately selling it at unsustainable low prices (likely at a loss) in order to maintain market control.
Once a few BIG PLAYERS (corporations and governments alike) get PROPERLY SERIOUS about this, we will see a very swift change in sentiment for natural graphite production and price.
"The environmental impact of synthetic graphite production is a major concern due to the energy-intensive graphitization process. As the global push for sustainable supply chains intensifies, many automakers and battery producers are seeking alternatives."
"Even though natural graphite requires additional purification steps, it’s generally still more affordable than synthetic. With EV production ramping up, this cost advantage could make natural graphite the go-to choice."
"As sustainability becomes a bigger factor, natural graphite’s lower cost and smaller environmental impact may give it an edge."
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