at 20 million a 1000tonne capex no wonder there is not much appetite right now to finance new projects when graphite prices are low and plenty of supply. That would be a 4 year pay back on 50%margin maybe longer.
when will the inflection point be. No wonder there is no funding for these graphite projects except government which move a snails pace.
China slaving the price down. USA better go through in september with tariffs it would be a weak stance if they don't.
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