Another interesting news story
https://www.scmp.com/business/article/3173647/shortage-ev-battery-raw-material-graphite-could-delay-global-drive-go?utm_source=Twitter&utm_medium=share_widget&utm_campaign=3173647
The article's also got a few interesting market share figures.
So if there are shortages forecast this year, and a massive increase in demand in 2023 and 2024, is that extra demand being met with under construction new supply?
Do we have the beginnings of Graphite having big price increases?
Another interesting news...
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