A "quirk" is that prices are In China Delivered when World Prices are China Export "organised" ie Not Stormcrow/IM or Benchmark predictions.
China Price for various flake and purity is what the proposed Spot Market 2017 ish will establish for Raw Graphite to be. That's why all the Dragon deals are to Distributors not End Users.
then domestic Dragon is Value Added to for domestic [china] consumption and export.
eg Dragon currently produces ALL Spherical Graphite Value Added.
Apparently that's 40,000 tonnes.
30K Exported with 10kts Domestic Total 40kts
Oh and it seems to be from Med/Fine Flake NOT Jumbo whatever. 40kts comes from approx 120kts 'raw' flake.
There is waaay too much speculation in the Natural Flake Graphite Sector re Dang EV Batteries natural flake Demand especially in 2017 Production Forecasting.. It is an Unknown unknown but is being subjected/bubbled to rah rah/pollyanna estimations.
happy trading.
Graphite oversupply leading to price crash, page-5
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