I believe if you check the RNU fast markets report presented 1-3May 2023 the company addressed this issue showing that mine/production costs were below the current production costs of the Chinese artificial graphite producers. Not by much but enough to show that RNU can mine and produce PSG for $US1989/ton vs the Chinese manufacturers average costs of $US2000/ton
Put this in real market scenario where EU and USA seeking friendly suppliers & consistent supply chains we are sitting pretty.
if we can produce and sell for near the cost of Chinese cheapest producers - employ aussies and not rape the environment while doing it we will be ok.
note we are also not as exposed to raw material input costs either - manufactured Graphite needs feedstock from steel manufacturers .....
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