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Ann: Diggers & Dealers - MD Presentation, page-70

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Prime1

2,038 Posts.

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16/08/19

14:08

Post #: 40017198
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Originally posted by Prime1: ↑

There are two issues with each of these questions, and it is important that we do not confuse them. From the SYR point of view (meaning SYR shareholders' view), we are primarily interested in graphite sales. Keeping that in mind, the questions become: What is the likely impact on graphite sales of EV demand, and of graphene demand?

Few people would suggest that Li-ion batteries, especially in EVs, will become a major graphite market in the relatively short term. But the same is not true of graphene, for two reasons

First and foremost, graphene, being only a couple of atomic layers thick, requires an insignificant amount of raw carbon material to produce a large amount of graphene. At one atom thickness, it comes out at about 600 square kilometres per tonne, so it's hardly going to make much impact on demand when Balama is selling 300K tonnes per year, or thereabouts.
The other reason is that graphene can be made from many other sources of carbon. It's not limited to graphite as a raw material.

Li-ion batteries are definitely the hope of the side!

Cheers

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Sorry, that should read:

"Few people would suggest that Li-ion batteries will NOT become a major graphite market..."

Cheers

SYR Price at posting: 70.0¢ Sentiment: Buy Disclosure: Held
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