''China is always a problem [in terms of supply reliability],'' the source said. ''It depends on what kind of winter they have (...) and it seems that last year volumes were way down, so prices held up,'' they added.
''We expect consumers to start replenishing stocks early in Q2, so we are not anticipating much movement in prices until then,'' IM Data's [Andy Miller] said.
Sources told IM that they were seeing ''stronger demand'' for battery grade synthetic graphite, while manufacturers of graphite blocks and electrodes were struggling.
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