Thanks, Grayson. A nice, succinct introduction to the significance of graphite for LIBs and EVs. Based on the current supply/demand forecasts above (BMI), am I right in concluding that the current forecast is for a deficit in supply from around 2027? What are your thoughts on graphite market pricing in the meantime? I am an investor and once upon a time, an R&D scientist (physics, explosives for the mining industry). I am trying to determine how best to put a few $$ into graphite. At the moment I would just be throwing darts! (I am heavily invested in lithium already.) Thanks again.
Thanks, Grayson. A nice, succinct introduction to the significance of graphite for LIBs and EVs. Based on the current supply/demand forecasts above (BMI), am I right in concluding that the current forecast is for a deficit in supply from around 2027? What are your thoughts on graphite market pricing in the meantime? I am an investor and once upon a time, an R&D scientist (physics, explosives for the mining industry). I am trying to determine how best to put a few $$ into graphite. At the moment I would just be throwing darts! (I am heavily invested in lithium already.) Thanks again.