Do you mind elaborating why you think the outlook is beak for natural graphite please?
I can see they are forecasting an oversupply from 2027 to 2031, but shortages from 2024 to 2026, then from 2031 to the end of time. But i also can see that they are forecasting that we have reached the bottom of the price range and they are forecasting some nice looking price rises from the end of this year. I think the price is what matters most to us, so see this as positive not negative.
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