yes i agree, it is definitely worth considering other opinions, but need to also look at them critically as so many are just spinning FUD. For graphite, I guess that anode and battery manufacturers outside of china are happy to take china graphite as long as it works for them. Until restrictions come into place and possible spotlight on ESG becomes more apparent , particularly with EU makers, things are likely to plod along. However, behind the scenes Id imagine things are moving, the bigger players know the clock is ticking, and of course we do not hear much of this because it would incite price rises that these players do not currently want. Thats my thinking anyway.
Lots going on, US election, etc, we might see trump back, and IMO that would probably be better for producers outside of China. People think Trump is all about red necks and V8's but I dont think the part is that backwards. Made is USA will be a good thing for us.
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