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Originally posted by Proga:
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Not in the short term. Graphite being the new lithium talk started in 2022 when demand growth was booming before China put the kibosh on it by switching to a higher synthetic blend in 2023. I've been kicking myself about not seeing it coming. As you know, I was constantly posting in here last year about all the new synthetic plants being built as they were announced and didn't put 2 and 2 together. I even researched each company to see if they were synthetic or natural producers but failed to take my thought process one step further to the final conclusion.fines in tiny and will remain so for the next 5-8 years as growth from the west will outstrip whatever they can mine. I still haven't ruled out SYR having to expand Balama. I think they'll start extracting the vanadium if/when they do. The DFC loan points in that direction. Why the hell does SYR need a 2nd TSF (tailings storage facility for those who didn't watch the video I posted) if they don't have enough production to fill the first.
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I know my previous response is loaded. however, i do love graphite as a companion. I mean to say that ignoring SYR. I dont understand the paraphernalia, of graphite replaces lithium, which should be first thing. But we have forest gump. stupid is stupid does. I was meaning graphite in general. minus russia and afrika, coz assassination's. Which is hash related, and i got no buds... hash assasins. Generally I think graphite cannot be replaced. I'd like to know more.
(20min delay)