Posco (and soon to be others) would beg to differ with you Re demand.
The “West” cannot produce the volumes of synthetic that China can produce due to ESG concerns. This will result in blends of synthetic and natural for EV’s produced in the west.
China won’t be able to sell theirs to our trade friendly partners.
Dont forget the multitude of industrial uses for Ex China graphite outside of the EV space globally.
DYOR IMO
General Discussion, page-1066
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