Interesting thread... It really brings to light how much more market entrants there will be, all along the supply chain, as the demand for graphite continues to rise.
The success or failure of GLK probably hinges on a steady supply, both in terms of volumes and price, from its Brazilian source, plus the added value and quality control it can provide to its own clients.
Would this be a shortcut towards market for other future producers? I.e. a way for a future African based miner to show its marketing credentials before actually selling its own production.
