All the uprampers want to blame China and pretend they know the inner workings of the CCP regime when the answer to the obvious issue here is there is currently a massive amount of readily available and more stable graphite that isn't going away for some years.
NG has serious competition with SG and it's not clear if NG will actually survive if the price of synthetic keeps coming down. NVX claiming their SG is ESG compliant is also a tremendous worry for the future of NG.
Am I saying there is no future for natural? Honestly I don't even know anymore. The game board has been thrown up. The price of synthetic is the answer. It has always been the answer. Oil price rising bodes well.
Media Reports, page-2091
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