Definitely... lots and lots of stats supportive of a squeeze in graphite coming. But when is the market going to recognise and acknowledge it? That's what I meant by "we are sounding like a broken record!"... "we" is you, the so-called experts and me. Sure, its better than having to deal with the FUD brigade. As for the stats and gifs... I know you like to mix it up but my mixed-up version of "stats and gifs" is less than publishable.
Here we go, "stats in a graph" this one. I dare say that these sorts of reports are AI-generated and likely to be a dime a dozen.
All I can add is that, at least, Mada is an established producer and exporter of graphite. The operators there are not predominantly Chinese either... but the Chinese mob obviously likes the quality of the stuff there.
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