Graphite Investors Beware - Prices Are About To Collapse, page-16

They will need a few years to ramp up yes and remains to be seen how flexible their future contracts are wrt to size and grade which is where i believe some of the current production complexities exist. Makes a good point for integrated graphite and graphite concentrate upgrading facility.

Sure, if SYR can't fill their quotas then how screwed are other graphite peers? However i think they will sell significant volumes at reduced pricing, expanding and pushing out almost all new production peers in a declining price environment.