World still needs a lot of graphite to make the batteries to match the enormous oversupply of solar panels. If the world goes ex-china for whatever reason (tariffs, supply chain, ESG etc) it's got to come from a long way back. Literally the supply chain is completely dominated by China. The requirement pushes prices up for all types, makes our project viable, we go to the moon etc etc.
The big IF is the ex-china supply chain. Has the western world got the stomach to go it alone and if so how long? Alternatively if China clamps down on exporting it - how quickly can the western world pivot - and can RNU be in the right place to take advantage of the timing? (right now we are a paddock).
I think they are some important factors to consider. The SYR failure demonstrates the risks in Africa.
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