Good read.
https://theprint.in/tech/tesla-supplier-syrah-expects-more-graphite-buys-ahead-of-china-export-ban/1819093/
Syrah, which has a supply deal with Tesla, mines graphite at its Balama operations in Mozambique and is building a plant in Louisiana where it will produce active anode material (AAM) for batteries. In May, it paused mining at Balama after oversupply hit prices.The export controls could mean that automakers and suppliers of battery materials will have to accelerate their search for alterative sources of the mineral.
IMO
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Good read....
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