The need for graphite in steel smelting is the big reason we wont see alot of the Chinese graphite output freed up to meet the lithium ion battery demand in the e car industry. 15% of the Chinese output goes to the steel industry. Its used in creating the forms for stell beams because of resitance to extreme heat. The steel industry can't and won't slow down because of the Chinese gov'ts massive and ongoing project to industrialize/modernize the entire nation. Once again a perfect storm of demand as the world e car industry heats up with the need for graphite. Great news for $GRXXF