Loan approval being delayed hasn’t helped our cause and the USA helping (not helping) stimulate its own domestic demand by pushing tariffs back to 2027 has given OEMs and Battery Manufacturers too much wiggle room in the short to medium term (no matter how well intentioned).
I remain bullish natural graphite on the supply side. China hamstringing us by churning out Synthetic with zero concern for ESG may bite them in the long run. Interestingly most synthetic graphite is derived from Petroleum Coke. China can produce this domestically (60-70 million metric tons) from its own oil fields but guess who the largest exporter of Petroleum Coke to China is? The USA (10-12 million metric tonnes)….
Cheers
DYOR IMO
Ann: June 2024 Quarterly Activities and Cashflow Report, page-100
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