Graphite prices sit at eight-year lows, but with China controlling ~98% of supply, imposing export curbs, and natural graphite tipped to hit deficit by 2026, Stockhead makes the case it could be the first battery metal to rebound — a backdrop that sharpens the appeal of non-Chinese developers like Castle Minerals (ASX: CDT) and its Kambale project.

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Why graphite could be the first battery metal to bounce back | StockheadChinese export controls have thrown graphite back into the spotlight, with experts liking its long term outlook.https://stockhead.com.au/resources/why-graphite-could-be-the-first-battery-metal-to-bounce-back/