This story confirms, critical minerals are now at the forefront of policymakers' and investors' minds due to the energy transition and the electrification revolution coupled with supply chain concerns. However, rarely discussed (maybe due to fear of war mongering) is the importance of certain minerals, particularly graphite, to the defence industry and the effects of supply chain disruptions on global armies.
Perhaps my assumption that the anode players' "Fear Of Missing Out" (FOMO) was incorrect. As per the diagram below, graphite is at a very high risk through many military applications, therefore FOMO maybe with the defence sector more so; Graphite’s war fighting properties (full story).
The Federal May budget probably can't come quick enough for our policymakers' and investors' alike.
AIMO, DYOR, GLTA(patient)H
This story confirms, critical minerals are now at the forefront...
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