The NVX analysis is independent of mine opex or full product cost....They are saying natural graphite has failed to match the performance across all metrics and will fail to take hold in the market. If this is true then the natural graphite testwork results by listed peers has selectively reported information.
Interesting times, I see no reason to touch a graphite stock with a 14ft pole until at least after the SYR supply settles in the market. Billions of tonnes of it has been found, its not rare.
