I agree , however although bat chemistry will change graphite will be required in some form for the foreseeable future, mainly due to economics, graphite for buildings and other new uses will also drive demand imo
“Demand for “expandable graphite” is growing much more quickly than expected.”
https://unauthorised investment adv...sh-to-ban-combustible-building-materials/amp/
Graphite Articles of Interest, page-5
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