Hi guys have read the IRR report quite a few times now. A point that was not considered was the impact of disruption where a material change of anode type materials may disrupt the graphite markets…I think it’s important to firstly understand for WKT holders what products are we to produce and are there any likely disruptions to those markets…
It well known Lindi can provide to the EV markets and importantly the premium expandable and coatings markets…All Lindi graphite is expandable with even smaller flake suitable for the battery markets expands 3 times that of Chinese flake graphite…Expandable graphite strikes a premium…It’s a required product and differentiated
What effect would a major step change have on the Graphite market if a major component was to be adopted by the EV markets…I’m not sure why the IRR report didn’t mention disruption but interesting that Lindi is differentiated to peers any a positive way…Advanced battery technologies are moving along at a nice pace but who will benefit if smaller flake graphite is no longer required for the EV anode markets…
Its a good question: Can peer projects provide large course flake graphite at all if they no longer have a battery market that underpins their project…No Lindi is importantly underpinned by premium expandable and coatings markets…Any downside for projects that are underpinned by battery markets will no longer be viable further reducing byproducts such larger flake graphite…123 tick tock
This disruption may not be that far off imo.Which imo will benefit the likes of projects that can be underpinned by expandable and coatings markets….
Would have been nice if the IRR report mentioned distribution and the advanced stages of development in the anode supply chain…As strange as it might sound Lindi could well benefit from a silicon breakthrough…
Regards Croc
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