If you remember, 2023 was meant to be the year of the Graf.
I suspect that Graphite will have the 'great year' only when interest rates lower and EV purchases ramp up.
But as SG is still under production capacity, and with an undisclosed amount able to be brought online at what seems like a moments notice, SG will be the primary beneficiary to any 'great year' anyway.
Hopefully Proga's suspicions of China's over exaggerated production numbers holds true.
General Discussion, page-1123
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