We should already in graphite flake net import territory if historical data is to be followed. Given that EV sales this year (2020) is higher than last year (2019) and SYR is no longer producing we should see a greater deficit this year. I am predicting $600 usd per tonne for 94% flake by 1st QTR 2021 maybe higher if SYR continues to delay restart,
EVs are estimated to grow by 8.6% year on year (YoY), registering 2.5 million-unit sales of battery electric vehicles (BEVS) and plug-in hybrid EVs, globally in 2020, according to the analysis.
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We should already in graphite flake net import territory if...
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