Rennie,
The Alibabagraphite is a company affiliated with the giant Chinese corporation called the Alibaba Group.It,s involved with multiple big busineses and it,s market cap can rival that of Apple or even higher.
The Chinese had a monopoly on rare earth elements.They already made the decision of not exporting any of those elements out of the country and instead hoard all of them including those still in the ground.They had been a main exporter of graphite for some years and now they have to look at other countries for their own future needs.As far as AE is concerned,he made it clear that Zen will exclude all Chinese companies in any form of negotiation knowing that the Canadian government may intervene.
Perhaps some canadian gold miners may benefit from future demands of some of those critical elements such as Antimony.