Media Watch - NVX related, page-8287

So.

The number of new US gigafactories announced in recent months is unprecedented - truly insane. The demand for anode in the US is guaranteed to skyrocket.

I recently shared some links to show battery grade flake graphite prices are already starting to shoot up.

We are at the beginning of a graphite supercycle and all long range forecasts tip graphite anode prices to absolutely charge from 2023 for several years (3-7 years). Ref Lithium 2.0 article.

We find out in a few weeks if the temporary Chinese graphite tariff waiver will be removed, thus adding 25% to the cost of graphite anode for all US battery manufacturers.

...

All this leads me to firmly believe that it wasn't an accident that NVX haven't locked in any mega offtake agreements yet. Their board is too experienced. This wasn't a missed deadline, we're watching a negotiation strategy employed by one negotiator who clearly recognises they have they upper hand.

There's extremely limited anode supply and NVX are days away from being able to charge 25% more per tonne in long term offtake agreements. If they get 20-25% higher revenue by delaying the deals for the next 30tpa, and maybe even the 45tpa that soon follows that, they will be locking in an extra AU$250 million in earnings per year from a few years from now. Let that sink in for a sec. Extrapolate that out as a SP increase in 26/27 and we are talking an extra $10-$12 just for waiting a few months.

Liveris et al are close enough to the US Gov to know if the tariffs are going to be applied before anybody else. I reckon we will all be pretty flawed by this cunning play when it finally unfolds next year.

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Gotta go, these shares aren't going to buy themselves.