I think this article is well worth a read and some serious analysis. It will no doubt be dismissed by the experts on the Graphite threads but I would be very interested on actual real rebuttal to his comments.
The comments re off take agreements and actual future demand is something I have been trying to get my head around. It is usually just brushed away with articles about the growth in the electric cars / other products etc etc however no one actually seems to know the quantities required to meet the demand.
It certainly seems to underline why the market is not overly impressed when offtake deals are trumpeted by various companies!
I for one will not be dismissing this article lightly as often happens.
