Here's an interview with a US-based graphite processor, highlighting tightening graphite demand.
Notes the semi-conductor shortage has put the brakes on auto production, so supply deficits have been postponed ever so slightly, but they are coming.
In their case, they're accepting any qualified source of raw graphite flake, so perhaps RNU future phase plans might include third party processing at the PSG facility, such as other Aust graphite mining hopefuls?
Bit of a strange interview though, as not one mention of Australia. Not a single one.
And the comments section is full of folks who think creating graphite synthetically is the way to go, including from CCS!
No one joining the dots that these methods use fossil fuels as their feedstock
Maybe DC should do some OS PR/interviews...
https://electrek.co/2022/06/09/ev-batteries-need-graphite-heres-whats-forecast-for-the-vital-minerals-supply/#disqus_thread
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