General Discussions, page-28360

china have done very well to control the market. They will have a decent supply of EVs around the world while the rest are figuring out how to afford the production of them and sell to a cautious market.
The supply of cheap feed stock for artificial graphite and PSG cant be sustained.. but by the time they have to up the price they will be so far in front that the rest will struggle. The cars from China will challenge all other manufacturers for quality and price.
RNU can't do anything but wait. Everything points to a higher demand for graphite in the future but not yet. It won't take much of a price trend north in graphite to get companies looking to lock in supply from outside of China, until that happens. RnU waits, chills out, flies around the world making sure it's ready when the market is ready.