Parallels between graphite and lithium are superficial, insists the analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China is making way for market entrants.
Although the first wave of the latest graphite boom may be over, analysts still see a lot of momentum. Predicting which graphite play will move farther faster can often prove difficult, if not impossible, but experts in the sector are providing some suggestions.