When you state "Graphite market looks terrible", I believe you allude to the graphite juniors' market and not that for the physical commodity. The demand for graphite is strong and strengthening, pricing for most categories of graphite have been stable or slightly up.
With that said, graphite exploration companies are not doing themselves any favors by promising too much and delivering too little (if anything at all).
Cobalt is indeed the commodity of the moment! Just so hard to find good companies that give exposure to it...
