Good post balexey. Tough market to crack but unfortunately for China their efforts to control reo's and graphite are diminishing as companies like Lynas reo's - Syrah graphite + first outside China anode production are not only forging ahead against Chinese obstacles but keeping themselves independent from China and leading the way for new players in their relative markets. As i posted the other day - GGG are so well positioned to get it right having seen and learned what is/has been happening.
World class assets will remain independent (to a level anyway) and end users will be very appreciative and will support the more environmental supply line.
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