The Herald reported on a new study from Roskill, which indicates demand for graphite is changing from amorphous to flake or synthetic types of the material.
As quoted in the market news:
Demand for natural graphite is shifting from amorphous to flake and synthetic graphite, particularly for large flake and high-purity grades. Emerging applications such as batteries and flexible graphite products are requiring higher performance and speciality products. To meet these new challenges, flake graphite production will increase outside China as new capacity is brought on-line over the next five years.