I would add to the mix, how the Chinese will view POSCO eventually taking a ~20% stake in BKT - given that 2 Chinese companies have long form off take agreements for 30 ktpa of large flake concentrate (>+100 mesh). They like having control
But yes, much more graphite is needed world wide and we need cheaper / cleaner power here in AU - bring down the OPEX costs !!!!
After WW2, the French recognised that cheap power was vital to having a "manufacturing" base in their country which is why they now export ~30% of their nuclear power to Europe. And what do the clowns here do, sell it all off and don't invest in any thing new for many decades !!!!
