Fattail.com.au have put out a broadcast, NOT ZERO, that they don't think net zero by 2050 is achievable, so they are saying that people are turning away from renewable energy and returning investments back to fossil fuels. Now whether that blurb spills over to natural graphite over synthetic and the fact that China is flooding europe with cars made from processes creating high carbon emissions I am not sure but it could be a reason to say sell, or as I say, just the charts at the moment.
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