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  1. 435 Posts.
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    Hi @dykam11 and all others... just sharing my 2 cents worth...

    Supply of graphite (or any other critical mineral or raw or manufactured product or service) are influenced by a myriad of factors e.g. Geopolitics (international relations including free trade agreements) and Federal laws which are created by government of a country.

    The US Inflation Reduction Act is an example of a law will influence supply especially as the years tick by.

    https://hotcopper.com.au/data/attachments/5788/5788443-733fe266c6a7256c82d98a9829e1f961.jpg

    My gut feeling is that RNU's primary market will most likely not be the US although I am very happy to be wrong

    Have a great week all

    Regards

    GLTAH DYOR
 
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