General Discussions, page-29645

I concur with your more restrained viewpoint.

China may have been in the game for more than 20 years, but I wouldn't claim that they are experts at it because they still need to participate in the global economy that we all trade under. OECD nations count for over 60% of global nominal GDP. That purchasing power is significant and could grow due to certain geopolitical events unfolding.

However, instead of the West addressing the supply over reliance years ago (which it should have done), its being compressed into a much shorter time frame. Medium-to short-term investors would benefit more from that than those of us long-term investors who saw this coming years ago and made premature investments.

It's worth remembering that DC predicted and confirmed just recently that, "The Chinese market will outgrow its own supply of natural flake graphite." Why did he say that? I think most of us have forgotten that RNU has two MOUs with China, each of which was, I believe, capped at 10,000 in order to draw in outside players which has since happened with POSCO, HANWA and Mitsubishi Chemicals joining the party. This tells us that DC is well aware of the Chinese market. In other words, it is possible that we could already be selling to the Chinese in order to gratify their desires at the consequence of the West, however, RNU have been playing a patient game allowing ex-Chinese players to catch up.

So, maybe the FOMO (fear of missing out) is with the exChinese players, and that is all about to bear fruit. Otherwise, we will be selling to the Chinese. After all, its remains a free market.

AIMO, DYOR GLTA(patient)H