Synthetic Graphite vs. Natural Graphite Demand for sythentic graphite from China will decrease as companies demand clean, green natural graphite. China will also be producing much less synthetic graphite because of the pollution controls being implented. Synthetic grapgite is a dirty business. Also, China will be keeping their graphite for their own domestic EV markter and large storage battery market.
Here is a good article to read:
Graphite market continuously shaped by pollution controls
https://www.globenewswire.com/news-release/2019/06/12/1867350/0/en/Roskill-Graphite-market-continuously-shaped-by-pollution-controls.html