Not stupid at all. Your logic is, well,...........logic.
The price of graphite depends on a lot of factors such as mining costs, location, quality, availability, eco footprint, macro economy, application, alternatives, etc etc. We can safely assume that the forecasts are wrong in detail, but right in trend as long as The Great Electrification continues. In addition, the many applications under development for graphene will increase demand in the mid/long term as well.
Timing is unpredictable (despite we all try) especially when politics are involved. Still, I am patiently invested in Talga over the years and increased my holdings substantially now we get closer to key events taking place for Talga as well as for the enormous battery production under development.
So, the short answer. Nobody knows, but it will be higher as demand is increasing xxx fast and availability is xxx limited. Replace xxx with your own preferred adjectives.
Your question is excellent. Thanks.
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