We are a low cost producer of natural. Check out the prices of synthetic that are going into EVs. If companies want to reduce their cost, would it not be in their best interest to look at the natural graphite space over synthetic? Huge cost reductions.
How much cost gets eaten, renegotiating with other sources when export restrictions or instabilities change their material supply.
Not taking into account government tax incentives to reduce cost.
General Discussions, page-27237
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