What do China’s graphite sanctions mean for the West?
The news that China is set to require exporters of some grades of synthetic, flake and spherical graphite to apply for licences and potentially to pay tariffs to take graphite out of China sent ructions through the industry a few weeks ago. Graphite production and development equities shot up forty odd percent over the next few days and, for a few days, it was the only thing that analysts were talking about. But then it went quiet, and once again, only specialists were talking about graphite. And that’s a problem. Because most specialists already knew that there was a forthcoming...