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    Natural graphite is going nowhere, and there’s a whopping supply deficit on the horizon. Discount Chinese synthetic graphite, which will not cut the mustard for European OEM’s under the battery passport legislation, and that is a huge volume of natural graphite that needs to come from somewhere.

    https://hotcopper.com.au/data/attachments/3039/3039355-68da17b16214fa1306cef5369c863b36.jpg
 
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