Doesn't seem like a very nuanced opinion to say "Graphite is not going very far". There are different markets and different uses for different flake sizes and purities. Seems overly simplistic to speak about the Graphite market as a whole and not take into account; flake size, purity, OPEX, CAPEX, jurisdiction, specialised uses (expandables etc) and EV uses. There are markets within the graphite market. Larger flake sizes are in increased demand.