Mason Resources Inc (MGPHF)

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https://www.dw.com/en/chinese-graphite-dominance-threatens-electric-car-ambitions/a-60888876

Battery makers currently use a mixture of both natural and synthetic graphite in different ratios in their anodes. They, however, favor synthetic graphite because it's more consistent, has extremely low levels of impurities, its specifications can be easily controlled since it is manufactured and offers better performance.

But producing synthetic graphite is costlier and a more energy-intensive process, requiring temperatures as high as 3,000 degrees Celsius (5,432 degrees Fahrenheit). Manufacturing synthetic graphite in China is even worse given that most of the electricity there is generated from highly polluting coal.

Man-made graphite, as a result, is more vulnerable to soaring energy costs and power rationing. Experts say synthetic graphite production in China could also suffer from the country's pledge to go carbon-neutral by 2060, potentially making natural graphite, which requires less energy, more attractive to some battery producers.