Not really, id say its the fact that ev/battery tech is the main driver of prices of commodities such as lithium. As for graphite, the commodity is still mainly driven by steel. The real question is the rate of acceleration or the batt tech portion of graphite.
What we really need is for steel production etc to really pick up while the ev battery market hits its stride. We need china to dive deeper into the OBOR project...
R1
Tight range, page-16
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