I dug out stuff on graphite, and collated info. (that's me at www.imh-holdings.com
The demand for carbon zero in batteries is exploding and it all comes from china coal. So EU don't like it.
I have a couple of other posts on gigafactories. EU has announce 1TWh and US is over 1 TW and that is without batteries for grid storage. Not as sexy as lithium at 30,000 spot price, but at $1200 but 5 times more used.
The unknown in graphene. I see that as a huge threat to steel. And an opportunity for RNU, ITM or lots of others.
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