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  1. 103 Posts.
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    Do you think ex-China supply of synthetic graphite alone will be sufficient to meet ex-China demand for graphite?

    There is limited supply of synthetic graphite outside of China.

    Supply chains are shifting and cost is no longer the number one priority for ex-China anode producers. Securing ex-China supply is crucial.

    And then there is also ESG factors to consider.
 
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