Why is it obvious to you the writing on the wall and how do you or any other upramper here know that China is playing games and not just taking advantage of their mature natural and synthetic market.
It's not obvious to me at all and I have seen zero PROOF of government manipulation of the graphite industry in China.
What is obvious to me is simple market forces at play, supply is higher than demand, and worse, the supply is of a higher quality product, granted higher polluting also but Novonix has ESG Synthetic, what makes you think Chinese Synthetic couldn't adapt their synthetic product to be ESG?
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