The semi conductor space is also heating up (pun intended) with forecast demand updated. This is driven primarily by data centres.
This is good news for natural graphite and spherical graphite producers who will be supplying the resource for thermal interface materials which help dissipate heat in semi conductors.
PSG = niche.
Sustainable sourcing = niche
Low sovereign risk = niche
Govt backing = risk mitigation
We are inching forward.
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