Ahh yes you beat me to it sithas22! Simon Moores is always great to listen to. Giving the ‘real deal’ in respect to lack to investment in miners and mid tier processing. OEM’s may just have to suck it up or have empty giga factories!
I noticed around 18 /26/ 34 min some interesting comments. Re the flake graph which looks in balance but SM saying only 20% of 2021 graphite production goes into BEV’s. This % will dramatically rise by 2030.
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