China, meanwhile, has made it increasingly difficult for the...

China, meanwhile, has made it increasingly difficult for the West to access its raw materials through stringent export restrictions.These restrictions — most frequently taxes, but also quotes — have increased more than five-fold in the last decadeWell Happy,

1) Given Shandongs world minerals intentions,

Shandong Yulong Gold Co., Ltd., established in 1999 and registered in Jinan High-tech Zone, is a company
listed on the main board of Shanghai Stock Exchange (stock abbreviation: Yulong Stock, stock code: 601028).
Shandong Yulong is primarily engaged in the trading of minerals, nonferrous metals, coal, chemicals and other
bulk commodities. In addition, it is an active explorer across a range of minerals and is committed to becoming a
high-growth international mining company with a global vision. Jinan Hi-tech Holding Group holds 29% of
Shandong Yulong.

and

2) Syrahs Balama production looks to be predominantly US bound

"The fact that the US currently has no domestic graphite production means that graphite could easily become part of the escalating conflict between the United States and China regarding critical minerals"

"China, meanwhile, has made it increasingly difficult for the West to access its raw materials through stringent export restrictions.These restrictions — most frequently taxes, but also quotes — have increased more than five-fold in the last decade"

"Rumblings of a China ban on rare earth exports first emerged in 2019, which caused angst among Western powers, pushing them to consider other sources of supply and establish new partnerships."

"Washington’s recent decision to impose restrictions on exports of high-end semiconductors to Beijing. Reports are coming out that China is now considering the possibility of banning certain rare earth magnet technology exports"

We know that Tesla has just tied up an offtake with Syrah and its also aligning itseld strongly with the US with its Vidalia Project

https://www.mining.com/web/syrah-resources-hits-record-graphite-output-u-s-plant-on-track/

The plant positions Syrah as an alternative supplier of graphite anode material to the US and Europe, which currently rely on supplies from China.

Syrah has a firm offtake deal with Tesla Inc for the supply of 8,000 tonnes of graphite anode material from the first phase of the Vidalia plant and an option for an additional 17,000 tonnes after the plant’s planned upgrade to 45,000 tonnes annual output.

I would say theres pretty strong motivation for any Chinese domiciled company to push companies with graphite projects into production. .

Each to their own as to how to interpret such facts.

Gr