A good podcast to listen to Normandy. Matt Fernley is always good value. Cormac the other person on the pod was saying China is increasing their spherical production capacity. He also clumsily said China has the market for all the concentrate ie all sizes of flake graphite and why western mines struggle to start production. Apart from fines, what are they going to do with the other 100kt of product.
Media Reports, page-3170
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