Even if this isn't material in terms of any immediate changes to the supply and demand of graphite.
It certainly helps focus our customers (and potential customers) attention on the escalating reliability and risk profile of sourcing Anode material from within China.
Why take the risk of any supply disruptions - simply source ex-China now, with a trade friendly company that owns the largest Graphite resource globally and is backed by the CIA oops USA...
Monday will be interesting...
DYOR IMO
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