Post by Focus Graphite Inc.

The International Energy Agency (IEA) said the quiet part out loud: Stockpiling is now a core policy tool. Why? • Supply chains are concentrated and fragile • Export controls are rising • Demand is structurally accelerating across #energy, #defence, and #AI In fact, for most critical minerals, refining is dominated by a single jurisdiction (hint: 🇨🇳) — amplifying risk across the entire system. And here’s the shift: Governments aren’t waiting for markets to fix it. They’re building buffers. The IEA framework now prioritizes: → Supply risk → Strategic importance → Substitution limits → Stockpiling feasibility (IEA) This is no longer about cost optimization. It’s about security of supply. For natural graphite, the implications are clear: ➡️ Strategic classification ➡️ Increased government involvement ➡️ Premiums for jurisdiction, scale, and reliability Read more 🔗: https://lnkd.in/e2_VxX7E (🇨🇦 FMS | 🇺🇸 FCSMF | 🇩🇪 FKC0) #CriticalMinerals #Graphite #SupplyChain #EnergyTransition #Defence #Defense #DualUse