It certainly looks like the Chinese companies are selling...

It certainly looks like the Chinese companies are selling graphite at less than cost. Also expansions outpacing demand. The OEMs have put cash up for lithium, and also big investments into Indo for Cathode materials. Unfortunately the US graphite industry just gets every excuse under the sun why they can’t invest and build an industry.
Truth is it all comes down to price, and Chinas pumping out battery grade anode at half the price that can be done in the West. No one’s concerned for the environmental or human cost. The OEMs will not invest unless forced, that is the despair put fwd by NAGA. To Quote Jigar Shar. “No one’s happy with the graphite industry in China”.
Well then the Govt needs to do something about this, (Critical mineral). Rather than allowing, as you said @Proga, the OEMs to keep kicking the can down the road.