SYR syrah resources limited

Who thinks graphite is screwed, page-2

  1. 6,117 Posts.
    lightbulb Created with Sketch. 745
    yeah the problem may be:

    1. Mozambique conflict could worsen impacting Balama mine indefinitely

    2. Oversupply of cheap Chinese graphite

    3. Low demand for exChina graphite

    4. Battery tech changing making graphite obsolete for this market. Tesla working on graphene and silica chemistry with not graphite

    5. Any demand from EVs batteries gets swallowed up by synthetic graphite


 
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