A widening graphite supply gap — demand of ~3.8M tonnes outstripping output, China controlling ~80% of supply, and 140% demand growth tipped by 2030 — is fuelling a global scramble for the battery mineral, sharpening the strategic case for non-Chinese developers like Castle Minerals (ASX: CDT) and its Kambale project.

Read the full story on Mining.com.au:

Graphite shortage sparks global supply fight A significant anticipated shortfall in graphite coupled with strong demand growth from three different markets has culminated in the “perfect storm”.https://mining.com.au/graphite-shortage-sparks-global-supply-fight/