China has to change also All the manufactorers need to change from synthetic also.The chinese know this will cost money and time to change to coated graphite.Why do you think they are allowing the price in graphite to excel.I believe in the next little while you will see off take agreements being signed.I believe that GPH has just as much as a chance as anyone else as the fellow below stated all the reasons why.Set to retire seems to be a chronic complainer.