Saw the SYR announcement showing exports from China in the last few months. Not surprising there was a big spike in NOV last year as ex china manufacturers likely bought up alot of material ahead of restrictions.
Looks like anode material and PSG has come back to pre nov levels but graphite itself not. Hard to know exactly what is going on, but it looks like securing china supply is not as guaranteed as it was in the past.
Saw the SYR announcement showing exports from China in the last...
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