Rising Graphite Prices

Mostly about SYR but also mentions KNL.

https://www.livewiremarkets.com/wir...ices-provides-fresh-hope-for-smashed-up-syrah

Graphite stocks have been whacked. But the supply-demand balance is thought to be turning, prompting senior analysts to tip a recovery in graphite prices. This could see the next generation of producers such as Battery Minerals and Kibaran spring to life................

Kibaran distinguished itself from the pack earlier this week by unveiling plans for a $US23m graphite-processing plant at Kwinana in WA.
Central to the proposition is its patented EcoGraf technology which does away with the use of particularly nasty hydroflouric acid in the purification process. While it is working on a graphite mine development in Tanzania, feedstock for the Kwinana plant could be sourced from anywhere.
It is a potential move up the value chain and critically, could offer the Western World an alternative to having to rely on China for their battery making materials to drive the EV and energy storage revolution.
And that’s not a bad thing in the current environment.