@TwinTurboCe1ica 1/ This is a very nuanced topic. First, to the pricing point - pricing of what? Say natural flake. Okay so, what type of natural flake, what quality, where is it produced, is it vertically integrated, which supply chain is it feeding, what end product is it creating? @TwinTurboCe1ica 2/ all of this affects flake graphite concentrate price. Then you need to look at synthetic vs flake as less of a "substition" and more of a balance, see image attached.

#lithium carbonate breaks $510k yuan/ton which is $80k USD - almost a $10k increase in the last fortnight. A small thread on why this matters below for #electricvehicles and #lithium #mining stocks. Happy punting all. #Spot #lithium traded as above is usually representative of tiny volumes at different districts in China. Could probably spend a whole thread describing lithium prices in different areas but that'd be a waste of time. Take away point is the volume is tiny but it's a trend.