General Discussion - GCM, page-541

This is a generated timeline of newsflow based on the last announcement and how global conditions may be favouring GCM—feel free to correct me if I’ve missed anything. The world is pivoting sharply toward localised and secure supply chains for critical minerals like graphite, especially as China’s dominance in synthetic graphite (over 90%) faces scrutiny and tariffs loom. GCM’s VHD tech is potentially disruptive: it produces very high-density graphite blocks without the extreme energy demands of synthetic methods, in just 24–36 hours vs. 12 weeks. Importantly, the process doesn't need exotic infrastructure, making it scalable and cost-efficient. By progressing commercialisation of VHD graphite and a PFS on a high-grade natural feedstock at McIntosh, GCM is building a vertically integrated value chain—just as the Western world desperately seeks synthetic graphite alternatives. If tariffs on Chinese synthetic graphite intensify, companies like GCM could become prime candidates for downstream partners or funding in defence, tech, and green energy sectors.